InvestVerdict
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
· · Index Funds · Scheme code 153029
Fund houseMotilal Oswal Mutual Fund
CategoryIndex Funds
Plan & optionRegular ·
History1.8 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 6.71 | 9.57 | 22.55 | 11.26 | — | — | — | — | -1.44 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Index Funds category median |
— | — | — | 5.59 | 7.63 | 8.89 | — | 11.16 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 22.1% | -0.36 | -0.50 | 1.08 | -1.47% | -32.4% | 40.78 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 21 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 38 | -13.8% | -5.6% | 11.3% | 84% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.