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SmartFigure

Two funds walk into a table. Only the numbers talk.

Motilal Oswal Quality Fund vs Nippon India Taiwan Equity Fund

Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.

  • Motilal Oswal Quality Fund
  • Nippon India Taiwan Equity Fund

Strengths and watch-outs

Each fund judged against its own category, and against a 5-year SBI FD at 6.05%.

AMotilal Oswal Quality Fund

  • Watch out: Less than 3 years of history, too short to judge

BNippon India Taiwan Equity Fund

  • Strength: Ahead of its category: 63.9% a year over 3 years, against a category average of 15.2%
  • Strength: In the top quarter of its category over 3 years (#1 of 136)
  • Strength: Beat a 5-year SBI FD: 63.9% a year over 3 years, against 6.05%
  • Watch out: Swings more than most funds in its category

All the numbers

The stronger figure in each row is marked Best. Under each return is the fund’s rank in its category and the category average.

Motilal Oswal Quality Fund compared with Nippon India Taiwan Equity Fund
MeasureAMotilal Oswal Quality FundBNippon India Taiwan Equity Fund
ReturnsHow much the fund grew. Beyond a year, this is per year (annualised).
1 yearLast 12 months, the most noisy figure123.5%#1 of 221 · avg 5.6%
3 yearsPer year, over a full market mood swing63.9%#1 of 136 · avg 15.2%
RiskHow bumpy the ride was. This is what decides whether you stay invested.
Ups and downsVolatility: how far it swings in a typical year. Lower is calmer36%category avg 15.6%
Worst fallThe biggest drop from a peak in 10 years. Lower is better−44.8%category avg −25.3%
Best 12 monthsIts strongest year279.5%
Worst 12 monthsIts weakest year-33.6%
Odds of a gainShare of all 1-year holding periods that ended in profit86%
Cost and sizeThe fee comes out of your returns every year, whether the fund does well or not.
Expense ratioYearly fee. Lower keeps more for you1.24%
Fund sizeMoney managed (AUM). Neither better nor worse₹1,128 Cr
Lock-inTime before you can withdrawNone

“Best” is not a recommendation: a fund that returned more usually took more risk to do it.

Which one fits you?

There is no best fund, only a better fit for what you need the money to do.

AMotilal Oswal Quality Fund

Might suit you if…

  • you prefer its fund house or approach. On these numbers it is not the stand-out on any one measure

BNippon India Taiwan Equity Fund

Might suit you if…

  • you prefer its fund house or approach. On these numbers it is not the stand-out on any one measure