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MF_152354

Motilal Oswal Large Cap Direct Plan Growth

Equity Scheme - Large Cap Fund

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End Amount
₹13,719.29
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.35%
MF_152354 Return
Benchmark CAGR
3.64%
Nifty 50
Inflation Adj. CAGR
8.23%
Real Annualized Return
Alpha
0.09
Excess Return vs Benchmark
Beta
1.07
Volatility vs Benchmark
Sharpe Ratio
0.41
Risk-Adjusted Return
Sortino Ratio
0.62
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 66% 24% 7%
60 days 71% 18% 5%
90 days 72% 16% 5%
180 days 81% 12% 3%
1Yr 87% 8% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Motilal Oswal Large Cap Direct Plan Growth Nifty 50
30 days 7.7% | -56.0% | 10.7% | 160.3% 26.6% | -59.4% | 7.8% | 108.2%
60 days -24.2% | -41.1% | 14.0% | 110.0% -23.0% | -42.4% | 4.4% | 81.2%
90 days -20.6% | -35.5% | 11.5% | 86.7% -25.0% | -34.5% | 4.8% | 58.0%
1 Year -7.1% | -6.0% | 9.4% | 28.2% -10.0% | -10.1% | 3.0% | 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) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 26, 2024 Jan. 2, 2025 98 days 8% Nifty 50: 11% 13667 12577 13714
Jan. 2, 2025 May 10, 2025 128 days 10% Nifty 50: 8% 13714 12325 13881
Jan. 2, 2026 Oct. 30, 2026 301 days 16% Nifty 50: 15% 14927 12566 13719