• 1 Year Returns: 26.75%
• 3 Year Returns: 25.48%
• 5 Year Returns: 17.39%

• Technology Hardware | 16.53%
• Others | 14.12%
• IT Services & Consulting | 12.63%
• Electrical Components & Equipments | 8.67%
• Miscellaneous | 8.26%

• Nvidia Corp Com | 7.52%
• Apple Inc. | 7.02%
• Microsoft Corp | 5.34%
• Amazon Com Inc | 4.11%
• Alphabet Inc A | 3.23%

• Equity | 99.55%
• Mutual Funds | 0.25%
• Cash & Equivalents | 0.20%

The alpha ratio for the Motilal Oswal S&P 500 Index Fund is 8.33

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 S&P 500 Index Fund is 13.65

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 S&P 500 Index Fund is 1.53

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 S&P 500 Index Fund is 0.16

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.