| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-07-13 | ₹1,000.00 | ₹1,002.44 |
0.24 %
|
| Two Week | 2026-07-06 | ₹1,000.00 | ₹1,001.81 |
0.18 %
|
| One Month | 2026-06-22 | ₹1,000.00 | ₹1,014.47 |
1.45 %
|
| Since Inception | 2026-05-29 | ₹2,000.00 | ₹2,082.21 |
4.11 %
|
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) |
2.55%
|
16.1%
|
13.93%
|
| JM Contra Fund |
N/A
|
N/A
|
-17.01%
|
| Invesco India Contra Fund |
-1.81%
|
14.97%
|
14.39%
|
| SBI Contra Fund - Regular Plan - Growth |
-2.07%
|
12.7%
|
15.96%
|
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Kotak Contra Fund - Growth (Regular Plan) ( Erstwhile Kotak India Eq Contra Scheme) | - | - |
| SBI Contra Fund - Regular Plan - Growth | - | - |
| Invesco India Contra Fund | - | - |
| 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 | - | - | - |
| Invesco India Contra Fund | - | - | - |
| JM Contra Fund | - | - | - |
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Motilal Oswal Nasdaq 100 Fund Of Fund |
66.8%
|
37.48%
|
28.3%
|
| Motilal Oswal Nasdaq Q 50 ETF |
54.24%
|
27.74%
|
13.61%
|
| Motilal Oswal Gold And Silver Passive Fund Of Funds |
54.19%
|
33.96%
|
32.14%
|
| Motilal Oswal Nifty 5 Year Benchmark G Sec ETF |
36.52%
|
10.93%
|
5.71%
|
| Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF |
34.01%
|
N/A
|
23.26%
|
| Motilal Oswal S And P 500 Index Fund |
32.04%
|
24.16%
|
20.5%
|
| Motilal Oswal Bse Enhanced Value ETF |
22.36%
|
31.43%
|
31.53%
|
| Motilal Oswal Active Momentum Fund |
22.13%
|
N/A
|
25.11%
|
| Motilal Oswal Nifty Midsmall Financial Services Index Fund |
18.79%
|
N/A
|
25.08%
|
| Motilal Oswal Nifty Capital Market Index Fund |
16.67%
|
N/A
|
16.47%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Motilal Oswal Nasdaq Q 50 ETF | - | - | - |
| Motilal Oswal Nifty 500 Index Fund | - | - | - |
| Motilal Oswal Bse Financials Ex Bank 30 Index Fund | - | - | - |
| Motilal Oswal Digital India Fund | - | - | - |
| Motilal Oswal Nifty Microcap 250 Index Fund | - | - | - |
| Motilal Oswal Bse Healthcare ETF | - | - | - |
| Motilal Oswal Arbitrage Fund | - | - | - |
| Motilal Oswal Asset Allocation Passive Fund Of Fund - Conservative | - | - | - |
| Motilal Oswal Active Momentum Fund | - | - | - |
| Motilal Oswal Bse 1000 Index Fund | - | - | - |
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