• 1 Year Returns: 18.13%
• 3 Year Returns: 25.30%
• 5 Year Returns: 20.84%

• Electrical Components & Equipments | 14.48%
• Specialized Finance | 13.41%
• Others | 12.85%
• Industrial Machinery | 12.65%
• Investment Banking & Brokerage | 8.88%

• Eternal Ltd | 5.67%
• Multi Commodity Exchange of India Ltd | 5.31%
• Bharat Electronics Ltd | 4.74%
• Billionbrains Garage Ventures Ltd | 4.68%
• Muthoot Finance Ltd | 4.65%

• Equity | 99.01%
• Cash & Equivalents | 0.99%

The alpha ratio for the Motilal Oswal Large & Midcap Fund is -13.33

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 19.22

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 0.79

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 0.08

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.