Insufficient historyDirect · GrowthToo thin to judge
Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds
Motilal Oswal Mutual FundOther Scheme - FoF Domestic0.8 years
The scheme seeks to generate long term growth/capital appreciation by predominantly investing in passive funds such as ETFs/Index Funds of equity and equity related instruments that offers diversified exposure across all market capitalization segments.
- NAV
- 10.0778
- 29 Oct 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹40.71 Cr
- 30 Sept 2026
- Volatility
- High
- 16.8% 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
Too thin to judge
History is short. Lean on older peers or a low-cost index until more evidence lands.
In three lines
Watch if · History is short. Lean on older peers or a low-cost index until more evidence lands.
Prefer peers if · Compare Aditya Birla Sun Life Income Plus Arbitrage Active FOF - it has enough history to inspect beside this fund.
Buy checklist
History depth
Fail
0.8 years - thin for judging consistency.
Engine status
n/a
History is short. Lean on older peers or a low-cost index until more evidence lands.
Expense ratio
Pass
0.11% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -13.0%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
Watch
Rakesh Shetty · 0.8 years on the scheme.
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.
Browse category
Same-category peers are preloaded into compare when available.
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
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+0.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +0.4%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- 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
- -13.0%
- Worst peak-to-trough
- Current
- -7.8%
- Below last peak
- Current spell
- 77 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 6 days
- 11 recovered episodes
- Longest recovery
- 37 days
- Trough to prior peak
11 Feb 2026 – 6 May 2026
Trough 30 Mar 2026 · recovered in 37 days
-13.0%
13 Aug 2026 – open
Trough 23 Oct 2026 · not recovered
-11.0%
7 May 2026 – 18 Jun 2026
Trough 11 Jun 2026 · recovered in 7 days
-4.5%
13 Jul 2026 – 3 Aug 2026
Trough 24 Jul 2026 · recovered in 10 days
-2.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
13
Drawdown
67
Mean
n/a
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Insufficient history
Buying stance
Too thin to judge
History is short. Lean on older peers or a low-cost index until more evidence lands.
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Portfolio
30 Sept 2026 · 4 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- 36.4%
- Effective holdings
- 3.0
Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth
Unspecified
36.4%
Motilal Oswal Nifty Midcap 150 Index Fund Direct - Growth
Unspecified
32.9%
Motilal Oswal Nifty 100 ETF-Growth
Unspecified
30.2%
Repo
Unspecified
0.6%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Aditya Birla Sun Life Income Plus Arbitrage Active FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +4.7%
- 3Y
- +7.1%
- Vol
- 4.7%
- Max DD
- -10.1%
- Sharpe
- 0.37
- 3Y win
- +11%
- Lower volatility
- Shallower drawdown
- Lower TER
Bandhan Conservative Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- -0.5%
- 3Y
- +7.0%
- Vol
- 3.5%
- Max DD
- -9.8%
- Sharpe
- 0.66
- 3Y win
- +26%
- Lower volatility
- Shallower drawdown
- Lower TER
BHARAT Bond ETF FOF - April 2033
Edelweiss Mutual Fund
- 1Y
- +0.9%
- 3Y
- +6.7%
- Vol
- 4.4%
- Max DD
- -4.3%
- Sharpe
- 0.19
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Lower TER
BHARAT Bond FOF- April 2031
Edelweiss Mutual Fund
- 1Y
- +1.5%
- 3Y
- +6.8%
- Vol
- 3.2%
- Max DD
- -3.8%
- Sharpe
- -0.07
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Lower TER
Motilal Oswal Asset Allocation Fund of Fund- Conservative
Motilal Oswal Mutual Fund
- 1Y
- +2.7%
- 3Y
- +12.8%
- Vol
- 8.3%
- Max DD
- -12.1%
- Sharpe
- 0.58
- 3Y win
- +20%
- Lower volatility
- Shallower drawdown
- Lower TER