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MF_152237

Motilal Oswal Small Cap Fund - Direct - Growth

Equity Scheme - Small Cap Fund

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End Amount
₹16,327.66
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
18.85%
MF_152237 Return
Benchmark CAGR
3.33%
Nifty 50
Inflation Adj. CAGR
14.55%
Real Annualized Return
Alpha
0.19
Excess Return vs Benchmark
Beta
1.12
Volatility vs Benchmark
Sharpe Ratio
0.76
Risk-Adjusted Return
Sortino Ratio
1.29
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 67% 75% 30%
60 days 70% 48% 22%
90 days 72% 43% 20%
180 days 65% 36% 10%
1Yr 81% 15% 8%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Motilal Oswal Small Cap Fund - Direct - Growth Nifty 50
30 days -46.7% | -72.3% | 32.6% | 366.8% 26.6% | -59.1% | 8.6% | 104.4%
60 days -37.4% | -66.0% | 30.1% | 161.7% -23.0% | -42.3% | 5.4% | 80.3%
90 days -17.7% | -53.8% | 29.2% | 136.6% -25.0% | -33.8% | 6.0% | 56.9%
1 Year 10.6% | -5.4% | 13.8% | 39.9% -10.0% | -10.0% | 3.7% | 13.6%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 27, 2024 April 1, 2024 34 days 9% Nifty 50: 2% 10544 9575 10621
Oct. 15, 2024 Nov. 29, 2024 45 days 8% Nifty 50: 7% 14368 13248 14374
Dec. 17, 2024 May 7, 2026 506 days 24% Nifty 50: 9% 15238 11628 15323
Sept. 8, 2026 Oct. 30, 2026 52 days 9% Nifty 50: 6% 17736 16052 16328