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Desk Funds Categories Compare Market Ask AI

Evidence-backed fund analysis. Not advice, not a recommendation.

India

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MonitorDirect · Growth

Motilal Oswal Infrastructure Fund

Motilal Oswal Mutual Fund · Equity Scheme - Sectoral/ Thematic · 1.3 years

NAV: 12.6952; 7 Sept 2026
AUM: ₹147.44 Cr; 31 Aug 2026
1Y: +7.9%; Trailing
3Y: n/a; CAGR
Max DD: -9.7%; Peak to trough

NAV

7 Sept 2026 · +19.3% from start

12.6952

May 202510.5087 – 13.2799Sept 2026

Worth investigating

Same-category peers with enough history. None of these is declared better.

Tata Business Cycle Fund
Tata Mutual Fund
1Y
+3.5%
3Y
+41.2%
Vol
14.7%
Max DD
-20.0%
Sharpe
0.71
3Y win
+58%
- Lower volatility
- Higher win rate vs category
Caveat: Deeper drawdown

May 2025 – Sept 2026

Returns

Trailing and rolling reads from daily NAV. Category comparison uses the median of comparable share classes, not an official TRI.

1Y+7.9%
3Yn/a
5Yn/a
SI+14.5%

Since inception: +14.5%; Calendar-day CAGR
Excess 1Y: +3.0%; Category median, same plan and option
3Y win rate: n/a; Windows beating the median
3Y percentile: n/a; Vs comparable share classes

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

7 Sept 2026

-4.4%

May 2025-9.7% – 0.0%Sept 2026

12 Nov 2025 – 17 Apr 2026
Trough 23 Jan 2026 · recovered in 84 days
-9.7%
8 May 2026 – 19 Jun 2026
Trough 11 Jun 2026 · recovered in 8 days
-6.0%
22 Jun 2026 – open
Trough 29 Jul 2026 · not recovered
-5.4%
9 Jul 2025 – 5 Aug 2025
Trough 28 Jul 2025 · recovered in 8 days
-4.2%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data. It is not a buy or sell score.

Returns
40
Vs category
69
Consistency
12
Risk-adjusted
58
Drawdown
76
Mean
51

Portfolio

Latest scheme mix from Groww, which republishes AMFI monthly disclosures. As of 31 Jul 2026 · 28 holdings · top 10 are 48.5%.

Bharti Airtel Ltd
Technology
6.7%
Reliance Industries Ltd
Energy & Utilities
6.1%
Samvardhana Motherson International Ltd
Consumer Discretionary
5.3%
Apollo Hospitals Enterprise Ltd
Healthcare
5.0%
Power Grid Corporation of India Ltd
Energy & Utilities
4.6%
Repo
Unspecified
4.5%
Larsen & Toubro Ltd
Industrials
4.4%
ABB India Ltd
Industrials
4.2%
The Indian Hotels Company Ltd
Consumer Discretionary
3.9%
Solar Industries India Ltd
Materials
3.7%
Siemens Ltd
Diversified
3.6%
Schneider Electric Infrastructure Ltd
Energy & Utilities
3.4%
NTPC Ltd
Energy & Utilities
3.4%
Thermax Ltd
Industrials
3.4%
KSB Ltd
Industrials
3.3%
Aster DM Healthcare Ltd
Healthcare
3.3%
UNO Minda Ltd
Consumer Discretionary
3.3%
TD Power Systems Ltd
Industrials
3.1%
Suzlon Energy Ltd
Industrials
3.1%
Vijaya Diagnostic Centre Ltd
Healthcare
3.1%
Adani Enterprises Ltd
Materials
3.0%
Belrise Industries Ltd.
Consumer Discretionary
2.9%
Interglobe Aviation Ltd
Industrials
2.8%
ITD Cementation India Ltd
Industrials
2.6%
VA Tech Wabag Ltd
Energy & Utilities
2.6%
Coal India Ltd
Materials
2.2%
Cummins India Ltd
Industrials
1.7%
Net Receivables
Unspecified
0.7%

What changed

PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
7 Sept 2026

Decision

Healthy, Monitor, or Review from the quantitative engine. An explanation can only restate this evidence.

Monitor

Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.

Still constructive

Risk-adjusted return is constructive relative to the documented risk-free proxy.
Peak-to-trough drawdown has stayed shallower than 15%.

Risk

Daily simple returns, annualized on 252 trading days.

In a moderate band

Sharpe: 0.65; Vs 6.5% proxy
Sortino: 0.63; Downside only
Now: -4.4%; Below last peak
Max DD: -9.7%; Peak to trough

Size

AUM as of 31 Aug 2026.

AUM: ₹147.44 Cr; 31 Aug 2026

Share classes

Direct and Regular plans on this scheme.

Direct · GrowthThis view
Direct · Option n/aShare class
Regular · GrowthShare class
Regular · Option n/aShare class

Baroda BNP Paribas Energy Opportunities Fund

Baroda BNP Paribas Mutual Fund

1Y: +4.8%
3Y: n/a
Vol: 13.8%
Max DD: -8.1%
Sharpe: 0.45
3Y win: n/a

Lower volatility
Shallower drawdown

Caveat: Lower trailing returns

Aditya Birla Sun Life Manufacturing Equity Fund

Aditya Birla Sun Life Mutual Fund

1Y: +25.6%
3Y: +79.4%
Vol: 15.7%
Max DD: -39.2%
Sharpe: 0.59
3Y win: +42%

Higher win rate vs category

Caveat: Higher volatility · Deeper drawdown

ICICI Prudential QUANT FUND

ICICI Prudential Mutual Fund

1Y: +26.6%
3Y: +40.4%
Vol: 21.2%
Max DD: -16.5%
Sharpe: 1.21
3Y win: +46%

Higher win rate vs category

Caveat: Higher volatility · Deeper drawdown

Nippon India Innovation Fund

Nippon India Mutual Fund

1Y: +4.3%
3Y: +51.9%
Vol: 14.1%
Max DD: -21.5%
Sharpe: 0.74
3Y win: 0%

Lower volatility

Caveat: Deeper drawdown