Motilal Oswal Mutual Fund · Equity · mandate: ≥65% in small-caps (beyond the top 250) · benchmark: NIFTY Smallcap 250 TRI (TRI proxy)
AUM (all plans)
6,359 cr
TER direct / regular
0.85% / 1.97%
Active return /yr (full)
12.5%
Score
62
Rank (Score, pool)
#5 of 37
Percentile (full, pool)
50
IR vs benchmark
1.54
CAGR (absolute)
23.2%
Max drawdown
-20.8%
Months of data
32
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*
1.7%
2.9%
0.36
50
15.1%
2.0%
3.7%
3
FY25
15.9%
13.1%
1.91
96
7.2%
5.3%
21.2%
12
FY26
4.3%
0.3%
0.84
52
5.1%
-5.3%
-1.0%
12
FY27*
11.4%
9.5%
5.69
93
3.8%
28.8%
40.3%
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
-4.4
+1.8
+4.0
-2.5
+0.9
-0.4
+0.8
+3.6
+2.0
+2.8
+4.3
+2.9
+16.4
2025
+0.6
+0.7
-1.8
-1.4
+0.8
-2.5
+1.5
+1.2
+0.5
+1.6
+2.1
-1.7
+1.4
2026
-0.0
+1.5
+0.8
+0.8
+2.4
+3.3
+1.8
+0.7
+11.7
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
+2.8
+1.2
-0.3
+7.9
-0.4
+9.1
+5.7
+4.9
+3.2
-0.8
+4.1
+3.1
+48.2
2025
-10.1
-11.9
+7.2
+0.2
+10.4
+3.3
-2.1
-2.5
+1.6
+5.3
-1.2
-2.0
-4.1
2026
-5.6
+2.3
-9.3
+17.9
+3.9
+7.6
+3.0
+3.3
+22.9
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