Motilal Oswal Mutual Fund
- NAV
- ₹61.88
- Expense
- —
- AUM
- —
- 1Y
- +72.7%
- 3Y
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 #44 of 56
Category average (1Y)
-10.39%
Quartile Q4
Beats 21% of other funds on 1Y return.
Bottom quartile performer
Ranked #44 of 56 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
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
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: 0.20%
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.
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.
Low external rating. Morningstar rates risk-adjusted past performance — not a guarantee but worth noting.
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