Motilal Oswal Multi Asset Passive Fund of Funds
Direct · Growth ₹19.95
22 Jun 2026
NAV
15.9%
3Y CAGR
13.7%
5Y CAGR
14.5%
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.
15.28
Sharpe
-12.4%
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 | ₹12.71 L | 14.0% | -17.2% | 35.6% |
| 3 Years | ₹36.00 L | ₹46.10 L | 17.4% | 10.1% | 22.7% |
| 5 Years | ₹60.00 L | ₹85.72 L | 14.7% | 12.1% | 16.4% |
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 | 14.0% | 14.5% | 24.9% | -0.5% |
| 3 Years | 17.4% | 11.2% | 21.8% | +6.2% |
| 5 Years | 14.7% | 10.5% | 13.9% | +4.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.2% | 13.5% | -3.7% | 32.7% | 0.85 | 3.27 | 96% | — | — |
| 3 Years | 15.9% | 15.5% | 10.7% | 19.9% | 4.31 | — | 100% | — | — |
| 5 Years | 13.7% | 13.8% | 12.8% | 14.5% | 15.28 | — | 100% | — | — |
-12.4%
Max Drawdown
5 mo
Drawdown Duration
2 mo
Recovery Time
-1.8%
Avg Drawdown
Calmar Ratio by Duration
1.15
1Y
1.29
3Y
1.11
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +11.47 | 0.60 | 64.3% | 46.9% | 12.1% | -3.1% |
| 3 Years | +8.88 | 0.56 | 64.1% | 49.7% | 16.6% | 8.6% |
| 5 Years | +5.60 | 0.58 | 62.8% | 53.2% | 13.4% | 8.8% |
| 7 Years | +3.60 | 0.57 | 62.6% | 52.8% | 10.5% | 7.2% |
| 10 Years | +1.61 | 0.57 | 62.6% | 52.8% | 7.3% | 5.0% |
| 12 Years | +0.85 | 0.57 | 62.6% | 52.8% | 6.0% | 4.2% |
| 15 Years | +0.10 | 0.57 | 62.6% | 52.8% | 4.8% | 3.3% |