PMS · Equity · Multi Cap
Motilal Oswal - BOP
Fund size₹1,495 Cr
IRRSince inception16.06%
3Y return22.24%
Fund age6 yrs 11 mo
Fund Manager
Growth of₹Cr
Motilal Oswal BOP
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Motilal Oswal BOP | — | 32.19% | 30.12% | 22.24% | 20.20% | 16.06% |
| Nifty 500 | −8.38% | 27.01% | 20.01% | 16.83% | 19.56% | 15.10% |
| Excess over benchmark | — | 5.18% | 10.11% | 5.41% | 0.64% | 0.96% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 30 Nov 2024.
Risk : What you take on to earn the return
Volatility
13.68%
A standard deviation reflecting historical swings.
Risk-reward
1.05
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Stocks
24
P/E ratio
91.77
P/B ratio
10.08
Dividend yield
0.26%
Avg market cap
₹82,592 Cr
Median market cap
₹42,804 Cr
Asset class
Equity
Market cap
Large cap19.37%
Mid cap41.37%
Small cap37.85%
Cash & others1.41%
As on 30 Nov 2024
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance LinkedFixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 8%
Exit load 2.00% within 1 year, nil after 2 years. Lock-in: Nil.
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