Motilal Oswal Services Fund
Direct · Growth ₹11.50
21 Jul 2026
NAV
11.5%
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.
2.15
Sharpe
-17.3%
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 | ₹12.38 L | 10.1% | -0.3% | 24.3% |
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 | 10.1% | 14.5% | 13.7% | -4.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.5% | 10.8% | 8.1% | 15.9% | 2.15 | — | 100% | — | — |
-17.3%
Max Drawdown
4 mo
Drawdown Duration
3 mo
Recovery Time
-3.5%
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 | +17.08 | 1.00 | 102.0% | 79.8% | 13.7% | -3.4% |
| 3 Years | +5.82 | 0.99 | 99.8% | 78.4% | 5.0% | -0.8% |
| 5 Years | +3.44 | 0.99 | 99.8% | 78.4% | 3.0% | -0.5% |
| 7 Years | +2.43 | 0.99 | 99.8% | 78.4% | 2.1% | -0.4% |
| 10 Years | +1.68 | 0.99 | 99.8% | 78.4% | 1.5% | -0.3% |
| 12 Years | +1.39 | 0.99 | 99.8% | 78.4% | 1.2% | -0.2% |
| 15 Years | +1.10 | 0.99 | 99.8% | 78.4% | 1.0% | -0.2% |
33
Total Holdings
50.6%
Top 10 Weight
17
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Aster DM Healthcare Limited | 7.85% |
| 2 | Multi Commodity Exchange of India Ltd | 6.50% |
| 3 | Aditya Birla Capital Limited | 6.13% |
| 4 | Shriram Finance Limited | 5.73% |
| 5 | Aditya Infotech Limited | 5.09% |
| 6 | One 97 Communications Limited | 4.82% |
| 7 | Apollo Hospitals Enterprise Limited | 4.30% |
| 8 | Birlasoft Limited | 3.84% |
| 9 | ICICI Prudential Asset Management Company Limited | 3.18% |
| 10 | Canara HSBC Life Insurance company Ltd | 3.11% |