Sharpe ratio
0.72Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+4.65%1Y Absolute Return
-0.28%1D
Loading NAV history…
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 Nifty Smallcap 250 Index - Regular PlanFund 5Y annualised return | ₹9,92,979 | ₹7,32,612 | ₹2,60,367 | +12.33% |
| 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₹1.20
₹1 Lakh since launch₹1.20 Lakh
Fund age7.2 yrs
Fund information
Scheme code147624
ISININF247L01924
BenchmarkNIFTY Smallcap 250 Total Return Index
CategoryOther Scheme - Index Funds
Expense ratio—
Exit load—
Minimum SIP—
Return comparison
353rd / 1122 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +7.88% | — | — |
| 3M | -7.72% | — | — |
| 6M | +14.87% | — | — |
| 1Y | +4.65% | — | +1.74% |
| 3Y | +11.54% | — | +9.75% |
| 5Y | +12.33% | — | +8.73% |
| Since Launch | +20.23% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.94Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
18.25%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
0.48How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
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
Market-cap classifications are unavailable in the latest portfolio disclosure.
Sector allocation
Equity exposure by sector
Not disclosed in the latest portfolio.
Top holdings
Latest disclosed positions
Holdings have not been disclosed for this fund.
Fund management
Fund-manager information is not available from the current source.
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk other scheme - index funds fund. Ahead of its category average over 3Y by 1.8 points. Has fallen sharply before — down -42.5% at its worst.
Strengths
- Ahead of its category average over 3Y by 1.8 points.
- Turned every ₹1 into ₹3.7 since launch — compounding at 20.2% a year.
Weaknesses
- Has fallen sharply before — down -42.5% at its worst.
Ideal investor
- Needs a 5+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 18.2% volatility.
Risk drivers
- Corrections have been sharp — worst fall -42.5% with 18.2% volatility. Took 8 months to recover last time.