• 1 Year Returns: 30.56%
• 3 Year Returns: 24.61%
• 5 Year Returns: 17.54%

• Technology Hardware | 16.65%
• Others | 13.48%
• IT Services & Consulting | 11.23%
• Electrical Components & Equipments | 9.93%
• Miscellaneous | 8.51%

• Nvidia Corp Com | 7.46%
• Apple Inc. | 6.54%
• Microsoft Corp | 4.27%
• Amazon Com Inc | 3.59%
• Alphabet Inc A | 3.23%

• Equity | 99.21%
• Cash & Equivalents | 0.53%
• Mutual Funds | 0.25%

The alpha ratio for the Motilal Oswal S&P 500 Index Fund is 9.31

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 13.63

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 1.72

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 0.18

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.