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MF_129046

Motilal Oswal Flexi cap Fund Direct Plan-Growth Option

Equity Scheme - Flexi Cap Fund

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End Amount
₹67,949.17
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.55%
MF_129046 Return
Benchmark CAGR
11.72%
Nifty 50
Inflation Adj. CAGR
11.31%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
0.93
Volatility vs Benchmark
Sharpe Ratio
0.65
Risk-Adjusted Return
Sortino Ratio
0.95
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% 40% 25%
60 days 56% 28% 17%
90 days 56% 23% 13%
180 days 53% 20% 10%
1Yr 52% 14% 8%
3Yr 49% 8% 5%
5Yr 50% 3% 4%
7Yr 35% 2% 2%
10Yr 97% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Motilal Oswal Flexi cap Fund Direct Plan-Growth Option Nifty 50
30 days -18.8% | -70.2% | 24.5% | 212.5% 26.6% | -61.9% | 14.4% | 179.4%
60 days -36.3% | -57.4% | 23.7% | 129.4% -23.0% | -46.5% | 16.9% | 120.1%
90 days -8.5% | -48.1% | 20.6% | 105.9% -25.0% | -38.8% | 15.1% | 103.0%
1 Year -3.8% | -12.5% | 12.0% | 59.3% -10.0% | -15.6% | 11.0% | 56.8%
3 Years 16.8% | -2.0% | 15.5% | 29.0% 7.7% | 2.6% | 13.7% | 24.4%
5 Years 12.2% | 4.2% | 13.2% | 23.4% 6.4% | 3.9% | 13.8% | 21.8%
7 Years 13.1% | 9.2% | 12.8% | 17.6% 11.2% | 11.1% | 13.7% | 15.8%
10 Years 12.1% | 12.6% | 14.4% | 18.2% 11.7% | 11.3% | 13.1% | 14.8%
Periods of Negative Return (Drawdowns) 14 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 4, 2014 Jan. 2, 2015 29 days 5% Nifty 50: 6% 15616 14793 15745
April 9, 2015 June 26, 2015 78 days 10% Nifty 50: 9% 18002 16265 18010
Aug. 10, 2015 July 9, 2016 334 days 19% Nifty 50: 18% 19143 15505 19180
Nov. 1, 2016 Feb. 1, 2017 92 days 13% Nifty 50: 8% 21616 18792 21716
Sept. 12, 2017 Dec. 9, 2017 88 days 6% Nifty 50: 4% 27736 26058 27792
Jan. 15, 2018 Dec. 27, 2019 711 days 18% Nifty 50: 7% 28860 23687 28883
Feb. 19, 2020 Nov. 14, 2020 269 days 37% Nifty 50: 37% 29559 18594 29902
Jan. 12, 2021 Feb. 6, 2021 25 days 7% Nifty 50: 6% 33654 31439 33679
March 16, 2021 June 3, 2021 79 days 7% Nifty 50: 4% 35092 32773 35391
Oct. 18, 2021 July 6, 2023 626 days 21% Nifty 50: 16% 39530 31051 39533
Sept. 11, 2023 Nov. 8, 2023 58 days 6% Nifty 50: 6% 44370 41726 44379
Oct. 15, 2024 Dec. 3, 2024 49 days 9% Nifty 50: 7% 71004 64387 71244
Dec. 16, 2024 Aug. 28, 2026 620 days 22% Nifty 50: 10% 72854 57155 72908
Aug. 31, 2026 Oct. 30, 2026 60 days 11% Nifty 50: 8% 73169 64974 67949