Motilal Oswal Multi Cap Fund
Direct · Growth ₹14.25
21 Jul 2026
NAV
7.3%
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.
0.07
Sharpe
-24.1%
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 | ₹12.57 L | 6.0% | -33.1% | 27.7% |
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 | 6.0% | 14.5% | 14.7% | -8.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.3% | 3.8% | -12.7% | 32.5% | 0.07 | 0.13 | 68% | — | — |
-24.1%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-7.0%
Avg Drawdown
Calmar Ratio by Duration
0.30
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.81 | 1.08 | 115.1% | 107.2% | 0.6% | -3.4% |
| 3 Years | +10.13 | 1.04 | 115.7% | 95.7% | 10.9% | 1.0% |
| 5 Years | +6.05 | 1.04 | 115.7% | 95.7% | 6.4% | 0.6% |
| 7 Years | +4.36 | 1.04 | 115.7% | 95.7% | 4.5% | 0.4% |
| 10 Years | +3.12 | 1.04 | 115.7% | 95.7% | 3.1% | 0.3% |
| 12 Years | +2.64 | 1.04 | 115.7% | 95.7% | 2.6% | 0.2% |
| 15 Years | +2.15 | 1.04 | 115.7% | 95.7% | 2.1% | 0.2% |
32
Total Holdings
46.7%
Top 10 Weight
19
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Kalyan Jewellers India Limited | 6.02% |
| 2 | HDFC Bank Ltd | 5.44% |
| 3 | Shaily Engineering Plastics Limited | 5.37% |
| 4 | Eternal Limited | 5.24% |
| 5 | ICICI Bank Ltd | 4.83% |
| 6 | Coforge Limited | 4.78% |
| 7 | Persistent Systems Ltd | 3.99% |
| 8 | CG Power and Industrial Solutions Limited | 3.86% |
| 9 | HealthCare Global Enterprises Ltd. | 3.60% |
| 10 | Bharti Airtel Ltd | 3.57% |