| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-05-29 | ₹1,000.00 | ₹997.76 |
-0.22 %
|
| Since Inception | 2026-05-29 | ₹1,000.00 | ₹997.76 |
-0.22 %
|
Allocation of Equity and Debt Asset Classes.
India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.
Lock-in times for various investment types
Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.
There are two different types of residual maturity.
| Fund Name | 1Y | 3Y | SI |
|---|---|---|---|
| Kotak Contra Fund - Growth (regular Plan) ( Erstwhile Kotak India Eq Contra Scheme) |
0.33%
|
16.62%
|
13.75%
|
| JM Contra Fund |
N/A
|
N/A
|
-17.01%
|
| SBI Contra Fund - Regular Plan - Growth |
-2.36%
|
14.45%
|
15.91%
|
| Invesco India Contra Fund |
-3.8%
|
15.41%
|
14.19%
|
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Kotak Contra Fund - Growth (regular Plan) ( Erstwhile Kotak India Eq Contra Scheme) | - | 0.34 |
| SBI Contra Fund - Regular Plan - Growth | - | |
| Invesco India Contra Fund | - | 0.56 |
| JM Contra Fund | - | - |
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Kotak Contra Fund - Growth (regular Plan) ( Erstwhile Kotak India Eq Contra Scheme) | - | ||
| SBI Contra Fund - Regular Plan - Growth | - | 0.87 | 1.24 |
| Invesco India Contra Fund | - | 0.98 | 0.22 |
| JM Contra Fund | - | - | - |
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Motilal Oswal Nasdaq 100 Fund Of Fund |
87.45%
|
42.18%
|
29.57%
|
| Motilal Oswal Gold And Silver Passive Fund Of Funds |
80.5%
|
39.86%
|
37.95%
|
| Motilal Oswal Nasdaq Q 50 ETF |
69.95%
|
32.06%
|
15.21%
|
| Motilal Oswal S And P 500 Index Fund |
41.22%
|
26.72%
|
21.2%
|
| Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF |
36.11%
|
N/A
|
24.95%
|
| Motilal Oswal Nifty 5 Year Benchmark G Sec ETF |
33.67%
|
10.16%
|
5.43%
|
| Motilal Oswal Active Momentum Fund |
24.21%
|
N/A
|
28.27%
|
| Motilal Oswal Bse Enhanced Value ETF |
22.36%
|
31.43%
|
31.53%
|
| Motilal Oswal Nifty Capital Market Index Fund |
20.72%
|
N/A
|
16.98%
|
| Motilal Oswal Nifty Midsmall Financial Services Index Fund |
17.03%
|
N/A
|
24.05%
|
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Motilal Oswal Nasdaq Q 50 ETF | - | 2.57 |
| Motilal Oswal Nifty 500 Index Fund | - | |
| Motilal Oswal Bse Financials Ex Bank 30 Index Fund | - | 0.43 |
| Motilal Oswal Digital India Fund | - | 0.79 |
| Motilal Oswal Nifty Microcap 250 Index Fund | - | 0.50 |
| Motilal Oswal Bse Healthcare ETF | - | |
| Motilal Oswal Arbitrage Fund | - | 0.11 |
| Motilal Oswal Asset Allocation Passive Fund Of Fund - Conservative | - | 0.06 |
| Motilal Oswal Active Momentum Fund | - | 2.56 |
| Motilal Oswal Bse 1000 Index Fund | - | 0.34 |
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