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MF_148454

Motilal Oswal Multi Asset Fund - Direct Plan - Growth Option

Hybrid Scheme - Multi Asset Allocation

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End Amount
₹13,050.18
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
5.54%
MF_148454 Return
Benchmark CAGR
18.88%
Nifty 50
Inflation Adj. CAGR
0.62%
Real Annualized Return
Alpha
-0.05
Excess Return vs Benchmark
Beta
0.35
Volatility vs Benchmark
Sharpe Ratio
-0.06
Risk-Adjusted Return
Sortino Ratio
-0.07
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 39% 23% 53%
60 days 32% 17% 35%
90 days 30% 12% 29%
180 days 24% 6% 20%
1Yr 14% 3% 13%
3Yr 0% 0% 8%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Motilal Oswal Multi Asset Fund - Direct Plan - Growth Option Nifty 50
30 days 29.9% | -53.2% | 8.4% | 68.3% 11.7% | -51.7% | 18.6% | 190.1%
60 days 22.0% | -44.3% | 8.5% | 51.4% 3.8% | -37.5% | 20.6% | 124.7%
90 days 24.0% | -39.8% | 7.9% | 44.6% 17.7% | -29.6% | 21.1% | 108.2%
1 Year -7.7% | -8.8% | 6.7% | 18.3% 1.9% | -1.2% | 14.2% | 54.8%
3 Years 6.7% | 2.8% | 7.8% | 11.2% 16.5% | 10.4% | 15.7% | 21.9%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
April 6, 2022 Nov. 25, 2022 233 days 6% Nifty 50: 14% 11110 10479 11139
Oct. 1, 2024 July 18, 2025 290 days 22% Nifty 50: 14% 15084 11714 13050