Motilal Oswal Asset Allocation Fund of Funds Conservative
Direct · Growth ₹17.93
11 Nov 2026
NAV
12.9%
3Y CAGR
10.9%
5Y CAGR
11.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.90
Sharpe
-8.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.07%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.59 L | 11.1% | -11.1% | 25.3% |
| 3 Years | ₹36.00 L | ₹43.88 L | 13.7% | 7.3% | 17.0% |
| 5 Years | ₹60.00 L | ₹81.09 L | 12.2% | 10.0% | 14.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 11.1% | 14.3% | 21.5% | -3.2% |
| 3 Years | 13.7% | 11.0% | 19.2% | +2.7% |
| 5 Years | 12.2% | 10.4% | 13.0% | +1.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.4% | 11.6% | -1.9% | 23.3% | 0.80 | 2.34 | 98% | — | — |
| 3 Years | 12.9% | 13.2% | 9.5% | 16.5% | 3.47 | — | 100% | — | — |
| 5 Years | 10.9% | 11.1% | 9.3% | 11.8% | 6.90 | — | 100% | — | — |
-8.2%
Max Drawdown
2 mo
Drawdown Duration
2 mo
Recovery Time
-1.2%
Avg Drawdown
Calmar Ratio by Duration
1.40
1Y
1.58
3Y
1.33
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.71 | 0.37 | 41.8% | 34.5% | 5.0% | -2.1% |
| 3 Years | +5.69 | 0.34 | 41.1% | 28.9% | 13.0% | 8.9% |
| 5 Years | +3.25 | 0.35 | 40.6% | 31.9% | 9.8% | 6.8% |
| 7 Years | +1.81 | 0.35 | 40.3% | 31.4% | 8.8% | 7.9% |
| 10 Years | -0.06 | 0.35 | 40.3% | 31.4% | 6.1% | 5.4% |
| 12 Years | -0.78 | 0.35 | 40.3% | 31.4% | 5.0% | 4.5% |
| 15 Years | -1.48 | 0.35 | 40.3% | 31.4% | 4.0% | 3.6% |