Sharpe ratio
0.65Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
—1Y Absolute Return
+0.39%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-DirectFund since-launch annualised return · 5Y history unavailable | ₹11,12,235 | ₹7,32,612 | ₹3,79,623 | +16.66% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.17
₹1 Lakh since launch₹1.17 Lakh
Fund age0.3 yrs
Fund information
Scheme code154377
ISININF247L01HE2
BenchmarkBSE Midcap 150 Momentum 30 TRI
CategoryOther Scheme - Index Funds
Expense ratio2.43%
Exit loadExit load of 1%, if redeemed within 15 Days.
Minimum SIP₹500 SIP
Return comparison
| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +86.57% | — | — |
| 3M | +1.28% | — | — |
| Since Launch | +16.66% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.88Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
16.13%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
1.29How well the fund rewarded investors relative to its biggest decline.
Excellent
Excellent balance between returns and drawdowns.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Allocation data has not been disclosed.
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 32 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Laurus Labs Ltd | Healthcare | Equity | 6.44% |
| The Federal Bank Ltd | Financial | Equity | 5.67% |
| Repo | Unspecified | Repo | 5.6% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 5.54% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 5.3% |
| AU Small Finance Bank Ltd | Financial | Equity | 5.26% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 4.81% |
| Hitachi Energy India Ltd | Industrials | Equity | 4.74% |
| National Aluminium Company Ltd | Materials | Equity | 4.57% |
| GE T&D India Ltd | Industrials | Equity | 4.37% |
Fund management
DI
Dishant Mehta
Since 2026 · Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
Bachelors of Science (B.SC)
RA
Rakesh Shetty
Since 2026 · Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Mr. Shetty has done B.Com
SW
Swapnil P Mayekar
Since 2026 · Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk other scheme - index funds fund. Losses and swings stayed contained — worst fall -12.9%, volatility 16.1%.
Strengths
- Losses and swings stayed contained — worst fall -12.9%, volatility 16.1%.
Weaknesses
- None
Ideal investor
- Needs a 5+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 16.1% volatility.
Risk drivers
- None