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EquitySectoral/ ThematicDirect · Growth

Motilal Oswal Services Fund - Direct Plan - Growth

Motilal Oswal · Scheme 153558

11.66 0.40%NAV · 2026-08-05
82
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+2.06%
3 Months+10.57%
6 Months+9.74%
1 Year+18.39%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+14.35%

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 →

Returns100
Consistency50
Risk-adjusted50
Downside protection84
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 1Y return: +18.4%
  • 1Y return vs category: +9.9% vs category avg
  • Alpha vs benchmark: +14.1%
  • Max drawdown: -17%
  • Downside capture: 79% of benchmark falls

What to watch

  • Sharpe ratio: 0.53
  • Sortino ratio: 0.78

Risk metrics

Sharpe ratio
0.53
Sortino ratio
0.78
Volatility
15.91%
Max drawdown
-17.26%
Downside capture
79.10%

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.

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