OtherFoF DomesticDirect · Growth
Motilal Oswal Asset Allocation FOF- C- Direct Growth
Motilal Oswal · Scheme 148750
₹18.08▼ 0.57%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
13.8%
Risk level
Moderately High
Min SIP
—
Benchmark
Underlying index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.94% |
| 3 Months | +2.59% |
| 6 Months | +3.02% |
| 1 Year | +11.30% |
| 3 Years (CAGR) | +13.79% |
| 5 Years (CAGR) | +11.08% |
| 10 Years (CAGR) | — |
| Since Launch | +11.81% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns54
Consistency76
Risk-adjusted45
Downside protection100
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +13.8%
- ✓ 1Y return vs category: +3.8% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 1.9%
- ✓ Volatility: 8% annualised
What to watch
- • Beat category: beat category in 52% of windows
- • Sharpe ratio: 0.63
- • Sortino ratio: 0.74
Risk metrics
Sharpe ratio
0.63
Sortino ratio
0.74
Volatility
8.37%
Max drawdown
-12.14%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.