DEFApproved#4 in categoryAVOID

Motilal Oswal Nifty India Defence Index

Motilal Oswal MF · Passive · benchmarked to Nifty Def TRI

Prospera Research Engine unknown · Data as of 1 Jan 1970 · Synced 1 Jan 1970Review date unknown, validation required

Prospera VerdictNot Recommended

Scored 50.7/100 (AVOID band), below Prospera's investment bar today.

Final Score50.7

1Y Return18.1%

3Y CAGRN/A

5Y CAGRN/A

AUM₹5.2K Cr

Expense Ratio0.40%

Eligibility: All gates passed

Prospera Research

Score Breakdown

13 weighted parameters, exactly as configured in the Research Engine, 8 qualitative (analyst-scored) plus 5 quantitative (formula-derived), summing to a final score out of 100.

Momentum (7% weight)8.0/10

3–6M price+flow vs benchmark

Consistency (10% weight)5.0/10

3Y/5Y quartile rank stability

Portfolio Quality (11% weight)5.0/10

PE, concentration, churn

Fund Mgr Quality (12% weight)5.0/10

Philosophy, communication, style drift

Valuation Risk (10% weight)3.0/10

Portfolio PE/PB vs category avg

Sector Tailwinds (9% weight)7.0/10

Policy/macro drivers 12-18M

Downside Protection (8% weight)4.0/10

Max DD, Sortino, bear markets

Outperformance Prob. (8% weight)5.0/10

Analyst 12M alpha probability

Mgr Tenure Score (8% weight)2.0/10

Years managing fund → 1-10 score

AMC Quality Score (6% weight)3.0/10

Research depth, AUM scale, compliance

AUM Trend Score (5% weight)9.0/10

Growing=9, Stable=6, Declining=3

Expense Ratio Score (4% weight)8.0/10

Inverse ER — lower cost = higher score

Thesis Strength (2% weight)5.0/10

Analyst 12-24M thesis conviction

Final Score50.7/100

Prospera Research

Analyst Write-Up

A full analyst write-up hasn't been published for this fund yet, only shortlisted funds at the review stage get one. The score breakdown and performance data above are still real and current.

Prospera Research

Risk-Adjusted Performance

3Y AlphaN/A

5Y AlphaN/A

Max Drawdown37.3%

Sharpe (3Y)N/A

Sortino (3Y)N/A

BetaN/A

Alpha Consistency88%

Prospera Research

AMC & Manager Intelligence

Motilal Oswal MF

AA — TIER 2

14-analyst research team · Clean — 0 violations

Strong equity research especially in consumer, technology, and defence themes. Niket Shah's midcap approach is genuinely differentiated. Boutique scale limits institutional access. Key-man risk on Niket Shah is real.