• 1 Year Returns: 13.99%
• 3 Year Returns: 33.77%
• 5 Year Returns: 31.41%

• Electrical Components & Equipments | 25.77%
• Industrial Machinery | 15.21%
• Specialized Finance | 9.07%
• Investment Banking & Brokerage | 8.69%
• Retail - Speciality | 7.03%

• Eternal Ltd | 6.11%
• Trent Ltd | 4.82%
• Bharat Electronics Ltd | 4.81%
• Cholamandalam Investment and Finance Company Ltd | 4.50%
• Multi Commodity Exchange of India Ltd | 4.13%

• Equity | 99.12%
• Cash & Equivalents | 0.88%

The alpha ratio for the Motilal Oswal Large & Midcap Fund is 10.49

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 22.32

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.