Motilal Oswal Mutual Fund · Equity · mandate: ≥25% each in large-, mid- and small-caps · benchmark: NIFTY 500 Multicap 50:25:25 TRI (TRI proxy)
AUM (all plans)
4,007 cr
TER direct / regular
1.20% / 2.37%
Active return /yr (full)
16.9%
Score
52
Rank (Score, pool)
#13 of 36
Percentile (full, pool)
50
IR vs benchmark
1.25
CAGR (absolute)
18.9%
Max drawdown
-22.1%
Months of data
26
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
—
—
—
—
—
—
—
0
FY25*
28.9%
25.4%
2.73
83
14.0%
-8.9%
20.0%
9
FY26
-10.1%
-12.2%
-0.99
6
10.7%
-2.5%
-12.6%
12
FY27*
21.2%
17.0%
9.09
98
4.6%
17.6%
38.8%
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
+2.5
+6.4
+4.7
+2.3
+8.7
+5.3
+33.7
2025
-5.8
+3.0
+1.6
-4.1
+3.8
-1.9
+2.3
+2.3
-4.5
+0.7
+1.1
-4.6
-6.6
2026
-3.1
-3.9
+1.4
+2.7
+2.8
+2.1
+4.9
+4.9
+12.0
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
+6.7
+6.3
+6.5
-4.2
+8.5
+4.5
+31.0
2025
-10.8
-5.9
+9.3
-1.2
+8.7
+2.2
-0.7
+0.0
-3.3
+4.9
+1.2
-4.9
-2.3
2026
-6.8
-3.2
-9.2
+14.7
+3.4
+3.7
+6.8
+5.7
+13.7
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