Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan
Motilal Oswal Mutual Fund Other Index Funds
Expense Ratio
0.32%
AUM
₹657.96 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-40.82%
Poor
6 Months
-1.68%
Poor
1 Year
-0.55%
Poor
3 Years
+16.74%
Good
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 15 quarters
AUM Metrics
Key indicators
Current AUM
₹657.96 Cr
Recent Trend
Growing
Stability Score
35.0
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+10.95%
3Y
3Y CAGR
+488.65%
5Y
5Y CAGR
N/A
Growth Assessment: Good Growth
• 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
18.50%
Annualized standard deviation
Sharpe Ratio
0.322
Poor - Risk-adjusted return
Max Drawdown
-31.60%
High - Worst decline
Consistency
62.5%
Performance consistency
Volatility Breakdown
Daily Volatility
1.17%
Average daily price movement
Annualized Volatility
18.50%
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