ReviewPlan n/a · Option n/a
Motilal Oswal Nifty Midcap 100 ETF
Motilal Oswal Mutual FundOther Scheme - Other ETFs15.6 years
- NAV
- 65.7447
- 15 Sept 2026
- 1Y
- +4.6%
- Trailing CAGR
- AUM
- ₹840.48 Cr
- 30 Jun 2026
- Volatility
- High
- 18.4% 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+14.8%
- 5Y+15.7%
- 10Y+15.2%
- SI+14.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.4%
- 3Y+8.6%
- 5Y+15.7%
- 10Y+17.6%
- Since inception
- +14.6%
- Calendar-day CAGR
- Excess 1Y
- +1.4%
- Category median, same plan and option
- 3Y win rate
- +73%
- Windows beating the median
- 3Y percentile
- 83
- Vs comparable share classes
- Worst rolling 3Y
- -12.9%
- 3107 daily-ending windows
- Median rolling 3Y
- +19.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +99%
- 2620 daily-ending windows
- SIP 3Y XIRR
- +8.6%
- 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
- 18 days
- 137 recovered episodes
- Longest recovery
- 350 days
- Trough to prior peak
- Current spell
- 15 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
11 Jan 2018 – 5 Jan 2021
Trough 23 Mar 2020 · recovered in 288 days
-48.4%
7 Apr 2011 – 4 Dec 2012
Trough 20 Dec 2011 · recovered in 350 days
-27.4%
8 Jan 2013 – 2 Apr 2014
Trough 28 Aug 2013 · recovered in 217 days
-25.9%
18 Oct 2021 – 5 Dec 2022
Trough 20 Jun 2022 · recovered in 168 days
-22.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
83
Vs category
59
Consistency
69
Risk-adjusted
53
Drawdown
0
Mean
53
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
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 73% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
DSP Nifty Bank ETF
DSP Mutual Fund
- 1Y
- +2.1%
- 3Y
- +7.1%
- Vol
- 15.4%
- Max DD
- -18.3%
- Sharpe
- 0.23
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
DSP Nifty PSU Bank ETF
DSP Mutual Fund
- 1Y
- +15.6%
- 3Y
- +17.9%
- Vol
- 25.8%
- Max DD
- -29.7%
- Sharpe
- 0.66
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
ICICI Prudential Nifty Financial Services Ex-Bank ETF
ICICI Prudential Mutual Fund
- 1Y
- +3.0%
- 3Y
- +15.6%
- Vol
- 18.8%
- Max DD
- -16.7%
- Sharpe
- 0.69
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Nippon India ETF BSE Sensex Next 50
Nippon India Mutual Fund
- 1Y
- +1.1%
- 3Y
- +14.6%
- Vol
- 19.2%
- Max DD
- -38.3%
- Sharpe
- 0.65
- 3Y win
- +96%
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
Aditya Birla Sun Life Crisil 10 year Gilt ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +2.1%
- 3Y
- n/a
- Vol
- 3.0%
- Max DD
- -2.8%
- Sharpe
- 0.04
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns