Motilal Oswal Mutual Fund
Motilal Oswal Nasdaq 100 Fund of Fund- Direct Plan Growth
8.2Q1★★
- NAV
- ₹69.25
- Expense
- —
- AUM
- ₹5.9 K Cr
- 1Y
- +72.7%
- 3Y
- +41.0%
- 5Y
- +23.1%
#1 of 18
Min SIP: ₹500Ideal: 5+ years
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.
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.24% | +1.81% | -2.53% | +0.42% | +7.39% | +12.65% | +10.54% | +9.83% |
Breakdown
💡 Ratings are not guarantees. Past performance does not predict future results.
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.
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.
💡 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: 0.53%
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.
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.
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.
Estimated corpus
₹3.96 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 7.4% · Risk (std dev) 8.3%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of 0.11 confirms poor risk-adjusted returns.
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.
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.
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
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