HealthyDirect · GrowthFit for a long SIP
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF
Motilal Oswal Mutual FundOther Scheme - FoF Overseas3.1 years
- NAV
- 18.1983
- 30 Oct 2026
- 1Y
- +22.6%
- Trailing CAGR
- AUM
- ₹38.47 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.2% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Fit for a long SIP
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
In three lines
Fits if · The fund beat the category median in 79% of rolling 1-year windows.
Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Buy checklist
History depth
Watch
3.1 years - usable, still building a track record.
Engine status
Pass
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Expense ratio
Pass
0.05% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -14.3%. Ask whether you can hold through a similar fall.
Vs category
Watch
41% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.
Evidence supports a shortlist - confirm with peers before you buy elsewhere.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+22.6%
- 3Y+25.0%
- 5Yn/a
- 10Yn/a
- SI+22.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+14.6%
- 3Y+22.8%
- 5Yn/a
- 10Yn/a
- Since inception
- +22.4%
- Calendar-day CAGR
- Excess 1Y
- +10.9%
- Category median, same plan and option
- 3Y win rate
- +41%
- Windows beating the median
- 3Y percentile
- 54
- Vs comparable share classes
- SIP 3Y XIRR
- +22.8%
- Simulated monthly SIP
- Worst rolling 3Y
- +22.6%
- 22 daily-ending windows
- Median rolling 3Y
- +23.7%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -14.3%
- Worst peak-to-trough
- Current
- -4.2%
- Below last peak
- Current spell
- 65 days
- Days below latest peak
- Time below peak
- +84%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 7 days
- 78 recovered episodes
- Longest recovery
- 47 days
- Trough to prior peak
17 Mar 2025 – 13 May 2025
Trough 7 Apr 2025 · recovered in 36 days
-14.3%
25 Feb 2026 – 15 Apr 2026
Trough 20 Mar 2026 · recovered in 26 days
-8.8%
26 Sept 2024 – 5 Feb 2025
Trough 20 Dec 2024 · recovered in 47 days
-8.2%
12 Jul 2024 – 19 Aug 2024
Trough 6 Aug 2024 · recovered in 13 days
-7.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
54
Vs category
100
Consistency
60
Risk-adjusted
78
Drawdown
64
Mean
71
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Healthy
Buying stance
Fit for a long SIP
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 79% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Portfolio
31 Aug 2026 · 4 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
98.9%
Cash
1.1%
Sectors
Others
100.0%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Bandhan US specific Equity Active FOF
Bandhan Mutual Fund
- 1Y
- +4.6%
- 3Y
- +27.3%
- Vol
- 21.0%
- Max DD
- -27.1%
- Sharpe
- 0.56
- 3Y win
- +99%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
DSP Global Innovation Overseas Equity Omni FoF
DSP Mutual Fund
- 1Y
- +15.0%
- 3Y
- +30.3%
- Vol
- 20.6%
- Max DD
- -27.6%
- Sharpe
- 0.75
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
DSP World Gold Mining Overseas Equity Omni FoF
DSP Mutual Fund
- 1Y
- +29.0%
- 3Y
- +50.3%
- Vol
- 32.9%
- Max DD
- -57.2%
- Sharpe
- 0.26
- 3Y win
- +51%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
DSP World Mining Overseas Equity Omni FoF
DSP Mutual Fund
- 1Y
- +34.5%
- 3Y
- +28.6%
- Vol
- 26.7%
- Max DD
- -62.2%
- Sharpe
- 0.24
- 3Y win
- +61%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
Edelweiss Europe Dynamic Equity Offshore Fund
Edelweiss Mutual Fund
- 1Y
- +17.1%
- 3Y
- +26.5%
- Vol
- 16.8%
- Max DD
- -35.7%
- Sharpe
- 0.50
- 3Y win
- +52%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER