Motilal Oswal Mutual Fund
Motilal Oswal Nasdaq 100 Fund of Fund- Direct Plan Growth
8.2Q1★★
- NAV
- ₹63.15
- Expense
- —
- AUM
- ₹5.9 K Cr
- 1Y
- +72.7%
- 3Y
- +41.0%
- 5Y
- +23.1%
#1 of 18
Min SIP: ₹500Ideal: 5+ years
Quantum Mutual Fund
Quantum Multi Asset Active FOF - Direct Plan Growth Option
3Y returns
12.7%
past performance*
5Y returns
10.5%
past performance*
0.53%Expense ratio
₹79 CrFund size
A licensed partner advisor will guide you — free, no PAN or bank details needed now.
*Past performance does not guarantee future returns. Returns are historical and subject to market risk.
NAV₹36.18
1D—
Expense0.53%
AUM₹79 Cr
Min SIP₹100
Min Lumpsum₹500
Trailing returns (CAGR)
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.24% | +1.81% | -2.53% | +0.42% | +7.39% | +12.65% | +10.54% | +9.83% |
🎯 OnePaisa Verdict
6.0/ 10
AverageBreakdown
- Returns9/10
- Consistency6/10
- Risk3/10
- Cost7/10
- Size2/10
- Top quartile performer — ranked #4 of 18 in category
💡 Ratings are not guarantees. Past performance does not predict future results.
SIP Returns
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
+4.52%
₹1.23 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
vs Category (Other)
This fund (1Y)
+7.39%
Rank #4 of 18
Category average (1Y)
+11.33%
Quartile Q1 ★ Top 25%
Beats 78% of other funds on 1Y return.
Risk Analysis
- Std Deviation (1Y)8.33%Low
- Max Drawdown (1Y)-9.56%Moderate
- Sharpe Ratio (1Y)0.11Poor
- Sortino Ratio (1Y)0.10Poor
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Calendar Year Returns
+9.57%
2025
-1.82%
2026
💰 What This Fund Costs You
Expense ratio: 0.53%
That is ₹530 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.
🎯 Is This Fund Right For You?
- Ideal horizon
- 5+ years
- Minimum: 3 years
- Risk profile
- Moderate
- SIP recommended
- ✅ Yes
- Monthly
Specific suitability profile not curated for this sub-category yet.
Suitable goals
- General wealth creation
Suitable for
- Long-term investors with diversified portfolios
Not suitable for
- Short-term investors needing liquidity
🧾 Taxation
This is an Equity Fund.
- Short-term (Less than 1 year)
- 20%
- Long-term (1 year or more)
- 12.5%
- LTCG exemption
- ₹1.25 lakh per financial year
- TDS
- No TDS for resident Indians
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
- Tax type: LTCG (12.5% LTCG)
- Taxable gain: ₹0
- Tax owed: ₹0 (within exemption)
- You keep: ₹1,25,000
Applies to all equity funds — large cap, mid cap, small cap, flexi cap, ELSS, index, sectoral — and equity-oriented hybrids with >65% equity.
🚨 Things to Watch
Below category average
Returns of 7.4% trail the category average of 11.3% by 3.9%.
Poor risk-adjusted returns
Sharpe ratio of 0.11 means you’re not being adequately compensated for the risk taken.
Very small fund size
AUM of ₹78.6848 Cr is quite small. Small funds may face liquidity issues and higher impact costs.
1★ Morningstar rating
Low external rating. Morningstar rates risk-adjusted past performance — not a guarantee but worth noting.
📊 SIP Calculator — Quantum Multi Asset Active FOF Growth Option
Estimated corpus
₹3.96 L
- Total invested
- ₹3.00 L
- Estimated gain
- ₹96,211 (+32%)
▮ Invested▮ Gains
How it stacks up vs alternatives
- Fixed Deposit (7%)₹3.60 L
- Category average (16.0%)₹4.61 L
- This fund (10.54%)₹3.96 L
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
▶Show Advanced Analysis
📈 Risk vs Return
Return 7.4% · Risk (std dev) 8.3%
SweetGrowthSlowAvoidLow riskHigh risk
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of 0.11 confirms poor risk-adjusted returns.
🛡️ Downside Protection
If the broader market falls 20%, this fund is expected to fall about 12.7%.
Based on 1Y max drawdown of -9.6% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.64× market. Above-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
💸 Expense Impact (₹10K/month for 20 years at 12% gross)
- This fund — Direct (0.53%)₹93.02 L
- Index fund (0.10%)₹98.57 L
- Regular plan (~1.50%)₹81.76 L
Choosing this Direct plan over a Regular plan saves about ₹11.26 L. Index fund would still beat it by ₹5.55 L thanks to its lower expense ratio.
Fund information
- Scheme category
- Other Scheme - FoF Domestic
- Inception
- 2012-07-11
- Lock-in
- None
- Exit load
- 0 - 90 Days : 1.0 %
- Plan
- Direct
- Option
- Growth
Data freshness
- NAV as of: 2026-10-22
- Metrics calculated: 2026-10-23
- Source: mfapi.in, AMFI India
NAV trend
See how a SIP grows in this fund
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
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