Motilal Oswal Mutual Fund
- NAV
- ₹61.88
- Expense
- —
- AUM
- —
- 1Y
- +72.7%
- 3Y
Franklin Templeton Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -0.69% | +2.76% | +0.19% | -1.79% | +2.66% | +13.28% | +14.64% | +11.01% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
+0.05%
₹1.20 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
+2.66%
Rank #34 of 56
Category average (1Y)
-10.39%
Quartile Q3
Beats 39% of other funds on 1Y return.
Poor risk-adjusted returns
Sharpe ratio of -0.53 means you’re not being adequately compensated for the risk taken.
NAV history
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Motilal Oswal Mutual Fund
💡 Ratings are not guarantees. Past performance does not predict future results.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Expense ratio: 0.54%
That is ₹540 per year on every ₹1 lakh invested.
10-year impact on ₹1 lakh (assuming 12% gross return)
Without this expense, ₹1 lakh would have grown to ₹3.11 L.
Specific suitability profile not curated for this sub-category yet.
This is an Equity Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Applies to all equity funds — large cap, mid cap, small cap, flexi cap, ELSS, index, sectoral — and equity-oriented hybrids with >65% equity.
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