Motilal Oswal BSE 1000 Index Fund
Direct · Growth ₹9.59
19 Oct 2026
NAV
0.6%
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.
-1.90
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 | ₹12.12 L | 1.2% | -9.7% | 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 | 1.2% | 14.3% | 5.8% | -13.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 0.6% | 0.1% | -5.5% | 6.6% | -1.90 | -0.89 | 53% | — | — |
-14.9%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-3.5%
Avg Drawdown
Calmar Ratio by Duration
0.04
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.43 | 1.00 | 100.9% | 93.6% | -6.0% | -11.4% |
| 3 Years | +1.75 | 1.00 | 100.2% | 94.7% | -1.7% | -3.5% |
| 5 Years | +1.06 | 1.00 | 100.2% | 94.7% | -1.1% | -2.1% |
| 7 Years | +0.77 | 1.00 | 100.2% | 94.7% | -0.8% | -1.5% |
| 10 Years | +0.54 | 1.00 | 100.2% | 94.7% | -0.5% | -1.1% |
| 12 Years | +0.45 | 1.00 | 100.2% | 94.7% | -0.4% | -0.9% |
| 15 Years | +0.37 | 1.00 | 100.2% | 94.7% | -0.3% | -0.7% |
810
Total Holdings
30.5%
Top 10 Weight
54
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Limited | 6.15% |
| 2 | Reliance Industries Limited | 5.02% |
| 3 | ICICI Bank Limited | 4.76% |
| 4 | Bharti Airtel Limited | 2.81% |
| 5 | Infosys Limited | 2.41% |
| 6 | Larsen & Toubro Limited | 2.26% |
| 7 | State Bank of India | 2.25% |
| 8 | Axis Bank Limited | 1.83% |
| 9 | ITC Limited | 1.53% |
| 10 | Mahindra & Mahindra Limited | 1.46% |