Ranked On: 30 June 2026
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Ultra Shor… | 23 | |
5.10% | 5.57% | 5.11% | 4.67% | 3.57% | 6.01% | 6.35% | 5.82% | 5.28% | 4.08% | 0.31% | 0.00% | 0.00% | -0.34% | 0.12 | -0.10 | -0.27 |
| Motilal Oswal Elss Tax S… | 1 | |
-0.17% | 18.21% | 14.39% | 16.44% | 14.65% | 0.99% | 19.61% | 15.77% | 17.89% | 16.10% | 21.29% | -25.67% | -25.02% | 2.27% | 1.33 | 0.36 | 0.72 |
| Motilal Oswal Flexi Cap … | 13 | |
-4.23% | 15.65% | 11.13% | 12.39% | 11.19% | -3.41% | 16.64% | 12.08% | 13.38% | 12.19% | 17.31% | -20.07% | -25.71% | 3.48% | 0.97 | 0.31 | 0.66 |
| Motilal Oswal Focused Fu… | 19 | |
18.19% | 13.08% | 8.98% | 12.18% | 11.44% | 19.52% | 14.37% | 10.23% | 13.51% | 12.80% | 19.22% | -30.81% | -31.16% | -4.86% | 1.17 | 0.15 | 0.25 |
| Motilal Oswal Large And … | 4 | |
-0.45% | 19.32% | 16.06% | 19.12% | % | 0.52% | 20.69% | 17.55% | 20.81% | % | 21.23% | -24.27% | -33.12% | 2.16% | 1.25 | 0.37 | 0.76 |
| Motilal Oswal Balanced A… | 29 | |
-6.58% | 1.09% | 3.99% | 5.61% | 6.56% | -5.39% | 2.41% | 5.32% | 6.96% | 7.86% | 15.11% | -26.93% | -22.74% | -4.84% | 1.43 | -0.02 | -0.13 |
| Motilal Oswal S&P 500 In… | 1 | |
20.92% | 28.18% | 16.51% | % | % | 21.50% | 28.84% | 17.13% | % | % | 13.64% | -10.08% | -14.64% | % | 0.71 | 1.30 | |
| Motilal Oswal Nifty Midc… | 13 | |
-4.81% | 12.80% | 12.72% | 19.41% | % | -4.07% | 13.63% | 13.57% | 20.29% | % | 18.13% | -20.58% | -26.02% | % | 0.33 | 0.68 | |
| Motilal Oswal Nifty Next… | 45 | |
-3.01% | 15.06% | 9.80% | % | % | -2.30% | 15.88% | 10.57% | % | % | 20.08% | -25.93% | -32.63% | % | 0.28 | 0.55 | |
| Motilal Oswal Nifty Smal… | 60 | |
-2.63% | 11.60% | 11.95% | 19.70% | % | -1.93% | 12.38% | 12.74% | 20.53% | % | 22.08% | -24.99% | -35.69% | % | 0.28 | 0.52 | |
| Motilal Oswal Nifty 500 … | 65 | |
-8.74% | 8.88% | 7.42% | 12.57% | % | -8.04% | 9.66% | 8.17% | 13.34% | % | 15.29% | -18.01% | -23.45% | % | 0.18 | 0.36 | |
| Motilal Oswal Nifty Bank… | 80 | |
-7.20% | 7.77% | 6.32% | 8.62% | % | -6.47% | 8.57% | 7.11% | 9.41% | % | 16.68% | -17.01% | -14.49% | % | 0.09 | 0.14 | |
| Motilal Oswal Nifty 50 I… | 96 | |
-12.06% | 6.45% | 5.52% | % | % | -11.69% | 6.88% | 5.95% | % | % | 13.67% | -14.80% | -20.48% | % | 0.09 | 0.15 |
Return Calculated On: 28 October 2026
Ratios Calculated On: 30 June 2026
| Amc Name | Started On | Address | Phone Number | Website |
|---|---|---|---|---|
| Motilal Oswal Mutual Fund | None | Motilal Oswal Asset Management Co. Ltd. 10th Floor, Motilal Oswal Tower, |
022-4054-8002 None |
Motilal Oswal Mutual Fund |