Ranked On: 30 June 2026
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Ultra Shor… | 23 | |
5.28% | 5.65% | 5.09% | 4.71% | 3.59% | 6.18% | 6.42% | 5.80% | 5.30% | 4.10% | 0.31% | 0.00% | 0.00% | -0.34% | 0.12 | -0.10 | -0.27 |
| Motilal Oswal Elss Tax S… | 1 | |
8.31% | 19.14% | 15.41% | 17.68% | 15.54% | 9.57% | 20.55% | 16.80% | 19.14% | 17.01% | 21.29% | -25.67% | -25.02% | 2.27% | 1.33 | 0.36 | 0.72 |
| Motilal Oswal Flexi Cap … | 13 | |
2.47% | 16.49% | 11.33% | 12.86% | 11.77% | 3.34% | 17.49% | 12.29% | 13.85% | 12.76% | 17.31% | -20.07% | -25.71% | 3.48% | 0.97 | 0.31 | 0.66 |
| Motilal Oswal Focused Fu… | 19 | |
26.40% | 13.36% | 9.19% | 12.67% | 11.97% | 27.83% | 14.66% | 10.45% | 14.01% | 13.33% | 19.22% | -30.81% | -31.16% | -4.86% | 1.17 | 0.15 | 0.25 |
| Motilal Oswal Large And … | 4 | |
6.59% | 19.56% | 16.86% | % | % | 7.64% | 20.96% | 18.38% | % | % | 21.23% | -24.27% | -33.12% | 2.16% | 1.25 | 0.37 | 0.76 |
| Motilal Oswal Balanced A… | 29 | |
0.16% | 1.05% | 4.26% | 5.96% | 6.84% | 1.44% | 2.37% | 5.59% | 7.32% | 8.14% | 15.11% | -26.93% | -22.74% | -4.84% | 1.43 | -0.02 | -0.13 |
| Motilal Oswal S&P 500 In… | 1 | |
24.22% | 26.99% | 17.70% | % | % | 24.82% | 27.66% | 18.34% | % | % | 13.64% | -10.08% | -14.64% | % | 0.71 | 1.30 | |
| Motilal Oswal Nifty Midc… | 13 | |
3.61% | 12.62% | 13.75% | 20.24% | % | 4.42% | 13.46% | 14.61% | 21.13% | % | 18.13% | -20.58% | -26.02% | % | 0.33 | 0.68 | |
| Motilal Oswal Nifty Next… | 45 | |
2.19% | 15.27% | 10.19% | % | % | 2.94% | 16.10% | 10.96% | % | % | 20.08% | -25.93% | -32.63% | % | 0.28 | 0.55 | |
| Motilal Oswal Nifty Smal… | 60 | |
5.84% | 12.61% | 13.17% | 20.34% | % | 6.60% | 13.41% | 13.97% | 21.18% | % | 22.08% | -24.99% | -35.69% | % | 0.28 | 0.52 | |
| Motilal Oswal Nifty 500 … | 65 | |
-2.75% | 8.51% | 7.95% | 13.02% | % | -2.01% | 9.29% | 8.70% | 13.79% | % | 15.29% | -18.01% | -23.45% | % | 0.18 | 0.36 | |
| Motilal Oswal Nifty Bank… | 80 | |
-0.82% | 6.51% | 7.29% | 8.80% | % | -0.04% | 7.30% | 8.09% | 9.58% | % | 16.68% | -17.01% | -14.49% | % | 0.09 | 0.14 | |
| Motilal Oswal Nifty 50 I… | 96 | |
-7.28% | 5.60% | 5.72% | % | % | -6.89% | 6.03% | 6.15% | % | % | 13.67% | -14.80% | -20.48% | % | 0.09 | 0.15 |
Return Calculated On: 29 September 2026
Ratios Calculated On: 30 June 2026
| Amc Name | Started On | Address | Phone Number | Website |
|---|---|---|---|---|
| Motilal Oswal Mutual Fund | None | Motilal Oswal Asset Management Co. Ltd. 10th Floor, Motilal Oswal Tower, |
022-4054-8002 None |
Motilal Oswal Mutual Fund |