Motilal Oswal Mutual Fund · Equity · mandate: ≥80% in large-caps (top 100 by market cap) · benchmark: NIFTY 100 TRI (TRI proxy)
AUM (all plans)
3,138 cr
Active return /yr (full)
8.7%
Score
58
Rank (Score, pool)
#11 of 40
Percentile (full, pool)
50
IR vs benchmark
1.71
CAGR (absolute)
14.5%
Max drawdown
-15.5%
Months of data
30
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).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
—
—
—
—
—
—
—
0
FY23
—
—
—
—
—
—
—
0
FY24*
-1.0%
-1.2%
—
50
—
1.7%
0.7%
1
FY25
21.0%
18.7%
3.41
98
5.4%
5.8%
26.8%
12
FY26
0.0%
-1.2%
0.01
35
2.6%
-4.1%
-4.1%
12
FY27*
3.0%
1.9%
2.02
76
3.3%
11.6%
14.6%
5
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 active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2024
-1.0
+2.1
+1.2
+3.3
+0.4
+1.9
+1.6
+2.0
+2.6
+4.2
+19.7
2025
-0.2
+0.7
-1.5
+0.5
+0.1
+0.3
+1.6
-0.3
-0.8
+0.1
-0.1
-0.7
-0.3
2026
-1.3
+0.3
+0.3
+1.3
-0.3
+1.6
-0.5
+0.8
+2.1
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2024
+0.7
+4.3
+1.8
+9.7
+4.5
+3.0
+4.0
-4.8
+2.6
+2.0
+30.8
2025
-1.9
-5.7
+5.5
+3.8
+2.3
+3.7
-1.2
-1.6
+0.3
+4.4
+1.3
-0.9
+9.9
2026
-4.2
+0.3
-11.3
+10.1
-1.4
+3.1
+1.9
+0.4
-2.4
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 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard