Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Motilal Oswal Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
546 cr
TER direct / regular
1.24% / 2.55%
CAGR (full)
27.5%
Sharpe (full)
1.01
Sharpe (bull ≤Sep-24)
—
Sharpe (sideways Oct-24→)
1.01
Max drawdown
-18.6%
Months of data
19
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
—
—
—
0
FY23
—
—
—
0
FY24
—
—
—
0
FY25*
5.9%
-0.9%
—
1
FY26
2.5%
4.8%
-0.13
12
FY27*
35.4%
24.2%
2.49
6
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2025
+5.9
+3.7
+7.2
+7.2
-1.0
+1.5
+0.6
+4.4
-0.9
-4.7
+25.8
2026
-4.0
-1.2
-9.1
+15.9
+5.1
+9.1
-0.2
+5.2
-3.1
+16.8
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-10-03 07:25Z · data through Sep 2026 · leaderboard
· PMS leaderboard