Motilal Oswal BSE 1000 Index Fund
Direct · Growth ₹10.13
06 Jul 2026
NAV
-0.3%
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.
-8.01
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.
NA
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 | ₹12.11 L | 0.5% | -7.7% | 5.4% |
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 | 0.5% | 14.5% | 9.1% | -14.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -0.3% | -0.2% | -2.3% | 0.8% | -8.01 | -0.99 | 43% | — | — |
-14.9%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-3.5%
Avg Drawdown
Calmar Ratio by Duration
-0.02
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.08 | 1.03 | 103.4% | 98.4% | 0.3% | -3.4% |
| 3 Years | +1.84 | 1.03 | 103.5% | 97.1% | -0.0% | -1.6% |
| 5 Years | +1.18 | 1.03 | 103.5% | 97.1% | -0.0% | -1.0% |
| 7 Years | +0.91 | 1.03 | 103.5% | 97.1% | -0.0% | -0.7% |
| 10 Years | +0.71 | 1.03 | 103.5% | 97.1% | -0.0% | -0.5% |
| 12 Years | +0.62 | 1.03 | 103.5% | 97.1% | -0.0% | -0.4% |
| 15 Years | +0.54 | 1.03 | 103.5% | 97.1% | -0.0% | -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% |