Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_122389

Motilal Oswal Focused Fund - Direct Plan Growth Option

Equity Scheme - Focused Fund

Back to Home
End Amount
₹61,370.79
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.42%
MF_122389 Return
Benchmark CAGR
11.68%
Nifty 50
Inflation Adj. CAGR
9.18%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
0.90
Volatility vs Benchmark
Sharpe Ratio
0.57
Risk-Adjusted Return
Sortino Ratio
0.87
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 53% 33% 25%
60 days 53% 22% 16%
90 days 54% 18% 13%
180 days 52% 14% 9%
1Yr 54% 9% 7%
3Yr 42% 4% 2%
5Yr 51% 2% 2%
7Yr 35% 3% 1%
10Yr 61% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Motilal Oswal Focused Fund - Direct Plan Growth Option Nifty 50
30 days -19.8% | -68.7% | 20.2% | 210.3% 26.6% | -61.9% | 14.7% | 179.6%
60 days -18.9% | -56.6% | 22.8% | 125.9% -23.0% | -45.6% | 17.1% | 120.2%
90 days 11.2% | -49.4% | 21.0% | 103.4% -25.0% | -38.2% | 15.7% | 103.0%
1 Year 19.3% | -11.7% | 13.3% | 53.9% -10.0% | -15.0% | 12.3% | 56.2%
3 Years 14.4% | 3.7% | 13.6% | 23.0% 7.7% | 3.1% | 13.6% | 24.1%
5 Years 10.0% | 6.7% | 13.5% | 20.1% 6.4% | 4.3% | 13.6% | 21.7%
7 Years 13.3% | 9.9% | 13.3% | 17.4% 11.2% | 10.3% | 13.6% | 15.7%
10 Years 12.7% | 9.8% | 13.3% | 16.4% 11.7% | 11.3% | 13.4% | 15.0%
Periods of Negative Return (Drawdowns) 24 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 17, 2013 Oct. 30, 2013 166 days 14% Nifty 50: 14% 10001 8585 10006
Jan. 15, 2014 March 5, 2014 49 days 5% Nifty 50: 5% 10583 10049 10588
Sept. 22, 2014 Oct. 30, 2014 38 days 6% Nifty 50: 5% 14248 13439 14271
Dec. 4, 2014 Jan. 10, 2015 37 days 6% Nifty 50: 6% 15570 14690 15608
Jan. 29, 2015 Feb. 28, 2015 30 days 6% Nifty 50: 5% 16841 15847 17120
March 5, 2015 April 11, 2015 37 days 6% Nifty 50: 7% 17254 16181 17266
April 13, 2015 July 16, 2015 94 days 9% Nifty 50: 10% 17266 15636 17496
Aug. 19, 2015 Aug. 31, 2016 378 days 21% Nifty 50: 18% 17877 14190 17928
Nov. 1, 2016 Feb. 1, 2017 92 days 11% Nifty 50: 8% 18568 16489 18652
Sept. 12, 2017 Dec. 15, 2017 94 days 6% Nifty 50: 4% 22553 21274 22573
Jan. 23, 2018 July 21, 2018 179 days 10% Nifty 50: 9% 23576 21303 23697
Aug. 28, 2018 May 25, 2019 270 days 16% Nifty 50: 14% 24091 20308 24142
June 3, 2019 Sept. 21, 2019 110 days 9% Nifty 50: 11% 24479 22271 24841
Feb. 12, 2020 Nov. 4, 2020 266 days 35% Nifty 50: 37% 27210 17808 27281
Jan. 11, 2021 Feb. 3, 2021 23 days 7% Nifty 50: 6% 32884 30627 32929
Feb. 15, 2021 May 29, 2021 103 days 7% Nifty 50: 6% 34219 31902 34471
Nov. 9, 2021 Sept. 13, 2022 308 days 18% Nifty 50: 15% 38558 31795 38572
Sept. 13, 2022 Nov. 25, 2022 73 days 7% Nifty 50: 7% 38572 36034 38609
Dec. 1, 2022 June 7, 2023 188 days 11% Nifty 50: 10% 39059 34721 39334
Sept. 11, 2023 Nov. 17, 2023 67 days 6% Nifty 50: 6% 43049 40425 43160
March 5, 2024 March 28, 2024 23 days 5% Nifty 50: 2% 46900 44541 46965
April 25, 2024 May 25, 2024 30 days 6% Nifty 50: 3% 49264 46335 49350
Sept. 13, 2024 Aug. 1, 2026 687 days 31% Nifty 50: 13% 59480 40891 59790
Sept. 23, 2026 Oct. 30, 2026 37 days 7% Nifty 50: 5% 63928 59593 61371