• 1 Year Returns: 9.09%
• 3 Year Returns: 24.86%
• 5 Year Returns: 21.58%

• Electrical Components & Equipments | 18.65%
• Specialized Finance | 12.24%
• Industrial Machinery | 9.46%
• Others | 8.65%
• Two Wheelers | 6.49%

• Muthoot Finance Ltd | 5.37%
• CG Power and Industrial Solutions Ltd | 5.27%
• Eternal Ltd | 5.05%
• Multi Commodity Exchange of India Ltd | 5.03%
• Shriram Finance Ltd | 4.29%

• Equity | 98.68%
• Cash & Equivalents | 1.32%

The alpha ratio for the Motilal Oswal Large & Midcap Fund is 3.23

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 18.52

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 0.33

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 0.04

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.