Motilal Oswal Nifty MidSmall Healthcare Index Fund
Direct · Growth ₹11.79
19 Oct 2026
NAV
10.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.65
Sharpe
-17.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.66%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.61 L | 14.1% | -10.8% | 37.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 14.1% | 14.3% | 5.8% | -0.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.6% | 12.6% | -2.1% | 20.9% | 0.65 | 1.46 | 91% | — | — |
-17.5%
Max Drawdown
2 mo
Drawdown Duration
5 mo
Recovery Time
-4.8%
Avg Drawdown
Calmar Ratio by Duration
0.61
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.90 | 0.61 | 65.2% | 44.6% | 9.5% | -11.4% |
| 3 Years | +4.59 | 0.71 | 77.2% | 63.3% | 5.2% | -1.8% |
| 5 Years | +1.96 | 0.71 | 77.2% | 63.3% | 3.1% | -1.1% |
| 7 Years | +0.85 | 0.71 | 77.2% | 63.3% | 2.2% | -0.8% |
| 10 Years | +0.01 | 0.71 | 77.2% | 63.3% | 1.5% | -0.6% |
| 12 Years | -0.30 | 0.71 | 77.2% | 63.3% | 1.3% | -0.5% |
| 15 Years | -0.63 | 0.71 | 77.2% | 63.3% | 1.0% | -0.4% |
29
Total Holdings
61.5%
Top 10 Weight
3
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Lupin Limited | 10.67% |
| 2 | Fortis Healthcare Limited | 7.87% |
| 3 | Laurus Labs Limited | 7.34% |
| 4 | Aurobindo Pharma Limited | 6.93% |
| 5 | Glenmark Pharmaceuticals Limited | 6.10% |
| 6 | Alkem Laboratories Limited | 5.89% |
| 7 | Biocon Limited | 4.90% |
| 8 | Mankind Pharma Limited | 4.31% |
| 9 | IPCA Laboratories Limited | 4.23% |
| 10 | Aster DM Healthcare Limited | 3.22% |