Motilal Oswal Innovation Opportunities Fund Direct Growth

Scheme code: INF247L01EJ8 NAV value: ₹ 11.1989 NAV date: 19 March, 2026 TER: 0.90%
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year10.4819.6614.5915.1613.63

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6115.16
3 year 6.2830.9515.04
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4915.16
3 year 6.5619.6413.57
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7515.16
3 year 7.6821.4915.06
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1615.16
3 year 8.0432.0317.81
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,04,556 - Absolute Returns: ₹4,556 - CAGR: %

Drawdown Metrics

Max Drawdown

-17.42 %

Drawdown Duration

5 months

Avg Drawdown

-3.31 %

Calmar Ratio by Duration

1 Y

0.8703

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 5.67 1.04 107.3 98.7 9.57 % 4.00 %
3 years 2.35 1.01 106.0 96.3 3.53 % 1.26 %
5 years 1.43 1.01 106.0 96.3 2.10 % 0.75 %
7 years 1.05 1.01 106.0 96.3 1.50 % 0.54 %
10 years 0.76 1.01 106.0 96.3 1.05 % 0.38 %
12 years 0.65 1.01 106.0 96.3 0.87 % 0.31 %
15 years 0.54 1.01 106.0 96.3 0.70 % 0.25 %