• 1 Year Returns: 1.47%
• 3 Year Returns: 26.17%
• 5 Year Returns: 26.26%

• Electrical Components & Equipments | 27.54%
• Industrial Machinery | 11.34%
• Specialized Finance | 11.14%
• Investment Banking & Brokerage | 7.72%
• Retail - Online | 6.47%

• Eternal Ltd | 6.47%
• Bajaj Finance Ltd | 4.45%
• Bharat Electronics Ltd | 4.04%
• CG Power and Industrial Solutions Ltd | 3.95%
• PTC Industries Ltd | 3.88%

• Equity | 99.33%
• Cash & Equivalents | 0.67%

The alpha ratio for the Motilal Oswal Large & Midcap Fund is 13.02

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 20.48

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 -0.06

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 -0.01

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.