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
UTI Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.85% | +2.54% | -4.57% | -7.20% | -0.50% | +11.43% | +11.80% | +12.68% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-7.49%
₹1.15 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)
-0.50%
Rank #15 of 18
Category average (1Y)
+11.33%
Quartile Q4
Beats 17% 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 -0.5% vs category average of 11.3% (1Y) — underperforming by 11.8%.
Bottom quartile performer
Ranked #15 of 18 in its category (bottom 25%). Most peers are doing better.
Poor risk-adjusted returns
Sharpe ratio of -0.53 means you’re not being adequately compensated for the risk taken.
Negative 1-year returns
Estimated corpus
₹4.10 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 -0.5% · Risk (std dev) 13.3%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.53 confirms poor risk-adjusted returns.
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Motilal Oswal Mutual Fund
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Quantum Gold Savings Fund Growth Option💡 Ratings are not guarantees. Past performance does not predict future results.
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 -0.5% over the past year. Short-term negative returns are normal for equity — check 3Y/5Y for the full picture.
If the broader market falls 20%, this fund is expected to fall about 20.2%.
Based on 1Y max drawdown of -15.1% versus a typical market correction of ~-15%. Historical fall ratio ≈ 1.01× market. Below-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
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