Motilal Oswal Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
1.02%
AUM
₹60.16 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-60.70%
Poor
6 Months
-11.38%
Poor
1 Year
+17.19%
Good

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 3 quarters

AUM Metrics

Key indicators

Current AUM
₹60.16 Cr
Recent Trend
Growing
Stability Score
55.9
Growth Assessment
Unknown

Growth Performance

Historical returns

1Y
Annual Growth
N/A
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A

Growth Assessment: Unknown

• Temporary outflows - monitor performance

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: High - Higher risk with significant price movements
Volatility
15.30%
Annualized standard deviation
Sharpe Ratio
0.000
Poor - Risk-adjusted return
Max Drawdown
-12.80%
Moderate - Worst decline
Consistency
85.7%
Performance consistency

Volatility Breakdown

Daily Volatility
0.96%
Average daily price movement
Annualized Volatility
15.30%
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