ReviewPlan n/a · Option n/a
Motilal Oswal Multi Asset Passive Fund of Fund
Motilal Oswal Mutual FundOther Scheme - FoF Domestic5.5 years
- NAV
- 19.4803
- 15 Sept 2026
- 1Y
- +4.6%
- Trailing CAGR
- AUM
- ₹160.24 Cr
- 31 Aug 2026
- Volatility
- Medium
- 9.2% annualized
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+4.6%
- 3Y+13.6%
- 5Y+11.4%
- 10Yn/a
- SI+13.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-0.5%
- 3Y+9.4%
- 5Y+12.2%
- 10Yn/a
- Since inception
- +13.2%
- Calendar-day CAGR
- Excess 1Y
- -56.9%
- Category median, same plan and option
- 3Y win rate
- +16%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +10.6%
- 616 daily-ending windows
- Median rolling 3Y
- +15.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 123 daily-ending windows
- SIP 3Y XIRR
- +9.4%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 86 recovered episodes
- Longest recovery
- 133 days
- Trough to prior peak
- Current spell
- 36 days
- Days below latest peak
- Time below peak
- +80%
- NAV observations
17 Jan 2022 – 17 Aug 2022
Trough 20 Jun 2022 · recovered in 58 days
-12.4%
29 Jan 2026 – 3 Aug 2026
Trough 23 Mar 2026 · recovered in 133 days
-9.1%
27 Sept 2024 – 12 May 2025
Trough 7 Apr 2025 · recovered in 35 days
-8.5%
17 Aug 2022 – 14 Nov 2022
Trough 3 Oct 2022 · recovered in 42 days
-6.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
0
Consistency
24
Risk-adjusted
68
Drawdown
69
Mean
32
Portfolio
31 Aug 2026 · 13 holdings · top 10 are 97.7%.
- Top 5
- 69.8%
- Top 10
- 97.7%
- Largest holding
- 17.3%
- Effective holdings
- 8.3
Motilal Oswal 5 Year G-Sec ETF Regular - Growth
Unspecified
17.3%
Motilal Oswal MOSt Shares M50 Exchange Traded Fund-Growth
Unspecified
16.2%
Motilal Oswal BSE Low Volatility ETF - Growth
Unspecified
16.0%
Motilal Oswal Nifty Next 50 ETF-Growth
Unspecified
11.3%
Motilal Oswal Gold ETF-Growth
Unspecified
9.1%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
9 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ICICI Prudential Diversified Debt Strategy Active FOF - Dividend option
ICICI Prudential Mutual Fund
- 1Y
- +5.4%
- 3Y
- +7.2%
- Vol
- 2.0%
- Max DD
- -4.6%
- Sharpe
- 1.41
- 3Y win
- +33%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
DSP Gold ETF Fund of Fund
DSP Mutual Fund
- 1Y
- +35.7%
- 3Y
- n/a
- Vol
- 22.4%
- Max DD
- -25.2%
- Sharpe
- 1.27
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
HDFC Gold ETF Fund of Fund
HDFC Mutual Fund
- 1Y
- +36.0%
- 3Y
- +35.0%
- Vol
- 15.3%
- Max DD
- -24.8%
- Sharpe
- 0.44
- 3Y win
- +52%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
HDFC Silver ETF Fund of Fund
HDFC Mutual Fund
- 1Y
- +72.6%
- 3Y
- +44.1%
- Vol
- 37.6%
- Max DD
- -46.0%
- Sharpe
- 0.97
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
ICICI Prudential Diversified Equity All Cap Omni FOF
ICICI Prudential Mutual Fund
- 1Y
- -0.2%
- 3Y
- +13.6%
- Vol
- 15.7%
- Max DD
- -31.4%
- Sharpe
- 0.93
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown