• 1 Year Returns: 14.20%
• 3 Year Returns: 24.25%
• 5 Year Returns: 30.01%

• Electrical Components & Equipments | 23.20%
• Industrial Machinery | 13.12%
• Retail - Speciality | 8.14%
• Investment Banking & Brokerage | 7.48%
• Specialized Finance | 6.45%

• Trent Ltd | 5.49%
• Eternal Ltd | 5.18%
• Bharat Electronics Ltd | 3.94%
• PTC Industries Ltd | 3.82%
• Bharti Airtel Ltd | 3.79%

• Equity | 97.50%
• Cash & Equivalents | 2.50%

The alpha ratio for the Motilal Oswal Large & Midcap Fund is 2.23

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Motilal Oswal Large & Midcap Fund is 23.02

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Motilal Oswal Large & Midcap Fund is 0.51

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Motilal Oswal Large & Midcap Fund is 0.05

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.