Motilal Oswal Mutual Fund
Motilal Oswal Nasdaq 100 Fund of Fund- Direct Plan Growth8.2Q1★★
- NAV
- ₹72.31
- Expense
- —
- AUM
- ₹588185.0 L Cr
- 1Y
- +72.7%
- 3Y
- +41.0%
- 5Y
- +23.1%
#1 of 18
Min SIP: ₹500Ideal: 5+ years
Nippon India Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -2.31% | +1.86% | -5.95% | -8.85% | -3.03% | +9.51% | +10.94% | +12.41% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-10.73%
₹1.13 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)
-3.03%
Rank #17 of 18
Category average (1Y)
+11.33%
Quartile Q4
Beats 6% of other funds on 1Y return.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Significantly underperforming category
Returned -3.0% vs category average of 11.3% (1Y) — underperforming by 14.4%.
Bottom quartile performer
Ranked #17 of 18 in its category (bottom 25%). Most peers are doing better.
Poor risk-adjusted returns
Sharpe ratio of -0.71 means you’re not being adequately compensated for the risk taken.
Negative 1-year returns
Estimated corpus
₹4.01 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return -3.0% · Risk (std dev) 13.3%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.71 confirms poor risk-adjusted returns.
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Motilal Oswal Mutual Fund
Motilal Oswal Nasdaq 100 Fund of Fund- Direct Plan GrowthQuantum Mutual Fund
Quantum Gold Savings Fund Growth Option💡 Ratings are not guarantees. Past performance does not predict future results.
Expense ratio: 0.20%
That is ₹200 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.
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
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.
This fund has returned -3.0% over the past year. Short-term negative returns are normal for equity — check 3Y/5Y for the full picture.
2★ Morningstar rating
Low external rating. Morningstar rates risk-adjusted past performance — not a guarantee but worth noting.
If the broader market falls 20%, this fund is expected to fall about 21.4%.
Based on 1Y max drawdown of -16.1% versus a typical market correction of ~-15%. Historical fall ratio ≈ 1.07× market. Below-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
Choosing this Direct plan over a Regular plan saves about ₹15.49 L. Index fund would still beat it by ₹1.32 L thanks to its lower expense ratio.
Nippon India Mutual Fund
Nippon India Gold Savings Fund Growth Plan OptionQuantum Mutual Fund
Quantum Multi Asset Active FOF Growth Option