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 | |
5.21% | 5.63% | % | 4.69% | 3.58% | 6.11% | 6.40% | % | 5.29% | 4.09% | 0.31% | 0.00% | 0.00% | -0.34% | 0.12 | -0.10 | -0.27 |
| Motilal Oswal Elss Tax S… | 1 | |
2.76% | 18.33% | 14.50% | 17.18% | 14.86% | 3.96% | 19.73% | 15.88% | 18.63% | 16.31% | 21.29% | -25.67% | -25.02% | 2.27% | 1.33 | 0.36 | 0.72 |
| Motilal Oswal Flexi Cap … | 13 | |
-3.41% | 15.68% | 10.74% | 12.46% | 11.41% | -2.59% | 16.67% | 11.69% | 13.44% | 12.40% | 17.31% | -20.07% | -25.71% | 3.48% | 0.97 | 0.31 | 0.66 |
| Motilal Oswal Focused Fu… | 19 | |
19.31% | 12.63% | 8.84% | 12.38% | 11.65% | 20.65% | 13.91% | 10.10% | 13.71% | 13.02% | 19.22% | -30.81% | -31.16% | -4.86% | 1.17 | 0.15 | 0.25 |
| Motilal Oswal Large And … | 4 | |
1.41% | 18.98% | 15.95% | % | % | 2.40% | 20.36% | 17.45% | % | % | 21.23% | -24.27% | -33.12% | 2.16% | 1.25 | 0.37 | 0.76 |
| Motilal Oswal Balanced A… | 29 | |
-6.14% | 0.98% | 3.94% | 5.70% | 6.62% | -4.94% | 2.30% | 5.28% | 7.06% | 7.92% | 15.11% | -26.93% | -22.74% | -4.84% | 1.43 | -0.02 | -0.13 |
| Motilal Oswal S&P 500 In… | 1 | |
23.02% | 26.65% | 16.55% | % | % | 23.60% | 27.31% | 17.18% | % | % | 13.64% | -10.08% | -14.64% | % | 0.71 | 1.30 | |
| Motilal Oswal Nifty Midc… | 13 | |
-2.25% | 12.11% | 12.08% | 19.74% | % | -1.49% | 12.94% | 12.93% | 20.62% | % | 18.13% | -20.58% | -26.02% | % | 0.33 | 0.68 | |
| Motilal Oswal Nifty Next… | 45 | |
-1.25% | 14.92% | 9.10% | % | % | -0.52% | 15.74% | 9.87% | % | % | 20.08% | -25.93% | -32.63% | % | 0.28 | 0.55 | |
| Motilal Oswal Nifty Smal… | 60 | |
0.97% | 11.14% | 11.55% | 20.15% | % | 1.70% | 11.93% | 12.34% | 20.99% | % | 22.08% | -24.99% | -35.69% | % | 0.28 | 0.52 | |
| Motilal Oswal Nifty 500 … | 65 | |
-7.00% | 8.38% | 6.96% | 12.73% | % | -6.30% | 9.16% | 7.71% | 13.50% | % | 15.29% | -18.01% | -23.45% | % | 0.18 | 0.36 | |
| Motilal Oswal Nifty Bank… | 80 | |
-4.81% | 7.98% | 6.77% | 9.12% | % | -4.07% | 8.78% | 7.57% | 9.90% | % | 16.68% | -17.01% | -14.49% | % | 0.09 | 0.14 | |
| Motilal Oswal Nifty 50 I… | 96 | |
-10.95% | 5.89% | 5.06% | % | % | -10.58% | 6.32% | 5.49% | % | % | 13.67% | -14.80% | -20.48% | % | 0.09 | 0.15 |
Return Calculated On: 19 October 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 |