• 1 Year Returns: 4.11%
• 3 Year Returns: 24.20%
• 5 Year Returns: 21.31%

• Electrical Components & Equipments | 16.56%
• Specialized Finance | 14.40%
• Others | 12.17%
• Industrial Machinery | 10.89%
• Two Wheelers | 8.32%

• Eternal Ltd | 5.59%
• Multi Commodity Exchange of India Ltd | 4.44%
• Muthoot Finance Ltd | 4.40%
• One 97 Communications Ltd | 4.27%
• Bajaj Finance Ltd | 4.16%

• Equity | 98.83%
• Cash & Equivalents | 1.17%

The alpha ratio for the Motilal Oswal Large & Midcap Fund is 5.06

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 19.01

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 0.21

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 0.02

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.