Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
Direct · Growth ₹9.80
30 Oct 2026
NAV
-3.9%
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.
-1.75
Sharpe
-32.4%
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.
0.62%
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 | ₹12.19 L | -0.2% | -38.2% | 25.1% |
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 | -0.2% | 14.3% | 5.6% | -14.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -3.9% | -5.1% | -15.2% | 11.3% | -1.75 | -0.87 | 26% | — | — |
-32.4%
Max Drawdown
15 mo
Drawdown Duration
Not recovered
Recovery Time
-15.6%
Avg Drawdown
Calmar Ratio by Duration
-0.12
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.84 | 0.93 | 101.6% | 85.3% | 0.3% | -12.0% |
| 3 Years | +0.59 | 1.11 | 120.8% | 118.1% | -2.0% | -1.8% |
| 5 Years | +0.63 | 1.11 | 120.8% | 118.1% | -1.2% | -1.1% |
| 7 Years | +0.66 | 1.11 | 120.8% | 118.1% | -0.9% | -0.8% |
| 10 Years | +0.66 | 1.11 | 120.8% | 118.1% | -0.6% | -0.5% |
| 12 Years | +0.66 | 1.11 | 120.8% | 118.1% | -0.5% | -0.4% |
| 15 Years | +0.68 | 1.11 | 120.8% | 118.1% | -0.4% | -0.4% |
19
Total Holdings
76.3%
Top 10 Weight
3
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Persistent Systems Limited | 16.10% |
| 2 | Coforge Limited | 13.13% |
| 3 | Indus Towers Limited | 12.78% |
| 4 | Mphasis Limited | 7.51% |
| 5 | Vodafone Idea Limited | 7.01% |
| 6 | Tata Communications Limited | 5.06% |
| 7 | Oracle Financial Services Software Limited | 4.31% |
| 8 | Tata Elxsi Limited | 4.25% |
| 9 | Bharti Hexacom Limited | 3.23% |
| 10 | L&T Technology Services Limited | 2.90% |