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MF_152651

Motilal Oswal Multi Cap Fund-Direct Plan Growth

Equity Scheme - Multi Cap Fund

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End Amount
₹14,497.19
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
17.05%
MF_152651 Return
Benchmark CAGR
0.32%
Nifty 50
Inflation Adj. CAGR
12.52%
Real Annualized Return
Alpha
0.19
Excess Return vs Benchmark
Beta
1.08
Volatility vs Benchmark
Sharpe Ratio
0.53
Risk-Adjusted Return
Sortino Ratio
0.86
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 65% 74% 30%
60 days 64% 56% 21%
90 days 65% 46% 18%
180 days 66% 27% 13%
1Yr 67% 12% 8%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Motilal Oswal Multi Cap Fund-Direct Plan Growth Nifty 50
30 days -14.2% | -74.2% | 22.5% | 286.6% 26.6% | -61.1% | 4.8% | 101.6%
60 days -25.3% | -58.8% | 22.3% | 152.7% -23.0% | -43.4% | 0.4% | 70.9%
90 days 3.7% | -50.8% | 19.5% | 116.6% -25.0% | -37.1% | -0.3% | 53.8%
1 Year 5.1% | -8.5% | 5.8% | 30.4% -10.0% | -10.4% | 1.4% | 13.3%
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
Oct. 1, 2024 Nov. 27, 2024 57 days 7% Nifty 50: 9% 12526 11699 12661
Dec. 17, 2024 Sept. 10, 2025 267 days 19% Nifty 50: 9% 13877 11259 13899
Sept. 17, 2025 Aug. 1, 2026 318 days 24% Nifty 50: 12% 14189 10765 14369
Sept. 23, 2026 Oct. 30, 2026 37 days 9% Nifty 50: 5% 15301 13973 14497