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 | |
5.35% | 5.70% | 5.07% | 4.73% | 3.61% | 6.25% | 6.46% | 5.78% | 5.31% | 4.12% | 0.31% | 0.00% | 0.00% | -0.34% | 0.12 | -0.10 | -0.27 |
| Motilal Oswal Elss Tax S… | 1 | |
12.68% | 20.85% | 16.32% | 19.75% | 16.38% | 14.00% | 22.28% | 17.72% | 21.24% | 17.86% | 21.29% | -25.67% | -25.02% | 2.27% | 1.33 | 0.36 | 0.72 |
| Motilal Oswal Flexi Cap … | 13 | |
2.10% | 16.69% | 12.25% | 14.36% | 12.43% | 2.98% | 17.69% | 13.21% | 15.36% | 13.43% | 17.31% | -20.07% | -25.71% | 3.48% | 0.97 | 0.31 | 0.66 |
| Motilal Oswal Focused Fu… | 19 | |
26.50% | 12.60% | 9.53% | 14.29% | 12.05% | 27.94% | 13.89% | 10.79% | 15.64% | 13.41% | 19.22% | -30.81% | -31.16% | -4.86% | 1.17 | 0.15 | 0.25 |
| Motilal Oswal Large And … | 4 | |
11.87% | 21.18% | 17.67% | % | % | 12.98% | 22.60% | 19.20% | % | % | 21.23% | -24.27% | -33.12% | 2.16% | 1.25 | 0.37 | 0.76 |
| Motilal Oswal Balanced A… | 29 | |
-4.50% | 0.57% | 4.59% | 6.83% | % | -3.28% | 1.88% | 5.93% | 8.19% | % | 15.11% | -26.93% | -22.74% | -4.84% | 1.43 | -0.02 | -0.13 |
| Motilal Oswal S&P 500 In… | 1 | |
25.27% | 24.86% | 17.16% | % | % | 25.88% | 25.51% | 17.79% | % | % | 13.64% | -10.08% | -14.64% | % | 0.71 | 1.30 | |
| Motilal Oswal Nifty Midc… | 13 | |
5.86% | 13.41% | 15.23% | 21.35% | % | 6.68% | 14.25% | 16.10% | 22.24% | % | 18.13% | -20.58% | -26.02% | % | 0.33 | 0.68 | |
| Motilal Oswal Nifty Next… | 45 | |
5.83% | 15.39% | 10.76% | % | % | 6.61% | 16.22% | 11.53% | % | % | 20.08% | -25.93% | -32.63% | % | 0.28 | 0.55 | |
| Motilal Oswal Nifty Smal… | 60 | |
6.72% | 13.09% | 14.05% | 21.18% | % | 7.49% | 13.89% | 14.86% | 22.02% | % | 22.08% | -24.99% | -35.69% | % | 0.28 | 0.52 | |
| Motilal Oswal Nifty 500 … | 65 | |
-0.97% | 9.00% | 9.02% | 14.16% | % | -0.22% | 9.78% | 9.78% | 14.93% | % | 15.29% | -18.01% | -23.45% | % | 0.18 | 0.36 | |
| Motilal Oswal Nifty Bank… | 80 | |
3.08% | 7.24% | 8.97% | 10.21% | % | 3.88% | 8.04% | 9.78% | 11.01% | % | 16.68% | -17.01% | -14.49% | % | 0.09 | 0.14 | |
| Motilal Oswal Nifty 50 I… | 96 | |
-5.91% | 6.01% | 6.78% | % | % | -5.51% | 6.44% | 7.22% | % | % | 13.67% | -14.80% | -20.48% | % | 0.09 | 0.15 |
Return Calculated On: 11 September 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 |