Motilal Oswal Mutual Fund Equity Flexi Cap Fund
Expense Ratio
0.85%
AUM
₹23.13 Cr
Plan Type
Direct
Market Cap
Flexi
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-56.00%
Poor
6 Months
-12.79%
Poor
1 Year
-6.24%
Poor
3 Years
+13.13%
Average
5 Years
+4.38%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹23.13 Cr
Recent Trend
Growing
Stability Score
10.3
Growth Assessment
Stable

Growth Performance

Historical returns

1Y
Annual Growth
+9.92%
3Y
3Y CAGR
+3.33%
5Y
5Y CAGR
-77.08%

Growth Assessment: Stable

• Steady growth in investor base

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: High - Higher risk with significant price movements
Volatility
17.90%
Annualized standard deviation
Sharpe Ratio
0.103
Poor - Risk-adjusted return
Max Drawdown
-30.40%
High - Worst decline
Consistency
62.8%
Performance consistency

Volatility Breakdown

Daily Volatility
1.13%
Average daily price movement
Annualized Volatility
17.90%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance