Motilal Oswal Infrastructure Fund
Direct · Growth ₹12.93
20 Jul 2026
NAV
15.1%
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.
2.35
Sharpe
-9.7%
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 | ₹12.77 L | 13.7% | -2.7% | 23.8% |
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 | 13.7% | 14.5% | 13.7% | -0.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.1% | 14.6% | 9.9% | 22.0% | 2.35 | — | 100% | — | — |
-9.7%
Max Drawdown
2 mo
Drawdown Duration
3 mo
Recovery Time
-2.4%
Avg Drawdown
Calmar Ratio by Duration
1.56
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.86 | 0.89 | 93.7% | 73.5% | 12.5% | -3.4% |
| 3 Years | +6.87 | 0.87 | 94.1% | 68.1% | 7.2% | -0.6% |
| 5 Years | +3.73 | 0.87 | 94.1% | 68.1% | 4.2% | -0.4% |
| 7 Years | +2.41 | 0.87 | 94.1% | 68.1% | 3.0% | -0.3% |
| 10 Years | +1.43 | 0.87 | 94.1% | 68.1% | 2.1% | -0.2% |
| 12 Years | +1.05 | 0.87 | 94.1% | 68.1% | 1.8% | -0.1% |
| 15 Years | +0.67 | 0.87 | 94.1% | 68.1% | 1.4% | -0.1% |
23
Total Holdings
58.6%
Top 10 Weight
13
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Reliance Industries Ltd | 9.50% |
| 2 | Larsen & Toubro Ltd | 8.89% |
| 3 | Bharti Airtel Ltd | 7.33% |
| 4 | Bharat Electronics Ltd | 6.22% |
| 5 | NTPC Ltd | 5.42% |
| 6 | Waaree Energies Limited | 4.74% |
| 7 | Power Grid Corporation of India Ltd | 4.41% |
| 8 | UNO Minda Ltd | 4.23% |
| 9 | KSB Limited | 4.02% |
| 10 | GE Vernova T&D India Limited | 3.88% |