Motilal Oswal BSE 1000 Index Fund
Direct · Growth ₹10.20
18 Aug 2026
NAV
1.9%
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.
-1.77
Sharpe
-14.9%
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.
0.32%
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 | ₹12.17 L | 2.5% | -7.7% | 8.3% |
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 | 2.5% | 14.4% | 9.4% | -11.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 1.9% | 1.0% | -2.3% | 6.6% | -1.77 | -0.87 | 71% | — | — |
-14.9%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-3.4%
Avg Drawdown
Calmar Ratio by Duration
0.13
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.44 | 1.02 | 103.8% | 95.2% | 3.4% | -2.9% |
| 3 Years | +2.21 | 1.02 | 103.3% | 95.7% | 0.3% | -1.7% |
| 5 Years | +1.39 | 1.02 | 103.3% | 95.7% | 0.2% | -1.0% |
| 7 Years | +1.04 | 1.02 | 103.3% | 95.7% | 0.1% | -0.8% |
| 10 Years | +0.76 | 1.02 | 103.3% | 95.7% | 0.1% | -0.5% |
| 12 Years | +0.66 | 1.02 | 103.3% | 95.7% | 0.1% | -0.4% |
| 15 Years | +0.56 | 1.02 | 103.3% | 95.7% | 0.1% | -0.3% |
955
Total Holdings
30.5%
Top 10 Weight
62
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd | 6.15% |
| 2 | Reliance Industries Ltd | 5.02% |
| 3 | ICICI Bank Ltd | 4.76% |
| 4 | Bharti Airtel Ltd | 2.81% |
| 5 | Infosys Ltd | 2.41% |
| 6 | Larsen & Toubro Ltd | 2.26% |
| 7 | State Bank of India | 2.25% |
| 8 | Axis Bank Ltd | 1.83% |
| 9 | ITC Ltd | 1.53% |
| 10 | Mahindra & Mahindra Ltd | 1.46% |