Motilal Oswal Innovation Opportunities Fund
Direct · Growth ₹14.54
21 Jul 2026
NAV
12.8%
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.
1.54
Sharpe
-19.4%
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 | ₹12.28 L | 5.7% | -23.5% | 36.1% |
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 | 5.7% | 14.5% | 13.7% | -8.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 12.8% | 13.6% | 2.1% | 20.9% | 1.54 | 7.82 | 100% | — | — |
-19.4%
Max Drawdown
5 mo
Drawdown Duration
3 mo
Recovery Time
-3.9%
Avg Drawdown
Calmar Ratio by Duration
0.66
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +18.09 | 1.10 | 114.2% | 91.8% | 13.7% | -3.4% |
| 3 Years | +11.01 | 1.03 | 113.3% | 84.1% | 13.3% | 2.4% |
| 5 Years | +6.48 | 1.03 | 113.3% | 84.1% | 7.8% | 1.5% |
| 7 Years | +4.62 | 1.03 | 113.3% | 84.1% | 5.5% | 1.0% |
| 10 Years | +3.26 | 1.03 | 113.3% | 84.1% | 3.8% | 0.7% |
| 12 Years | +2.74 | 1.03 | 113.3% | 84.1% | 3.2% | 0.6% |
| 15 Years | +2.22 | 1.03 | 113.3% | 84.1% | 2.5% | 0.5% |
24
Total Holdings
41.4%
Top 10 Weight
18
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Emmvee Photovoltaic Power Limited | 5.31% |
| 2 | CG Power and Industrial Solutions Limited | 4.51% |
| 3 | Bharat Heavy Electricals Ltd | 4.33% |
| 4 | Interglobe Aviation Ltd | 4.25% |
| 5 | Avalon Technologies Limited | 4.15% |
| 6 | Aditya Birla Sun Life AMC Limited | 4.03% |
| 7 | JM Financial Ltd | 3.90% |
| 8 | Global Health Limited | 3.68% |
| 9 | PG Electroplast Limited | 3.66% |
| 10 | Syrma SGS Technology Ltd | 3.62% |