Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
Direct · Growth ₹9.01
06 Jul 2026
NAV
-6.8%
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.
-3.81
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.
NA
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 | ₹11.99 L | -4.3% | -38.2% | 18.6% |
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 | -4.3% | 14.5% | 9.1% | -18.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -6.8% | -6.7% | -15.2% | 3.5% | -3.81 | -0.97 | 4% | — | — |
-32.4%
Max Drawdown
15 mo
Drawdown Duration
Not recovered
Recovery Time
-15.9%
Avg Drawdown
Calmar Ratio by Duration
-0.21
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.40 | 1.02 | 116.9% | 117.2% | -5.0% | -5.2% |
| 3 Years | -3.17 | 1.14 | 123.2% | 130.1% | -4.7% | -0.6% |
| 5 Years | -1.57 | 1.14 | 123.2% | 130.1% | -2.9% | -0.4% |
| 7 Years | -0.89 | 1.14 | 123.2% | 130.1% | -2.0% | -0.3% |
| 10 Years | -0.36 | 1.14 | 123.2% | 130.1% | -1.4% | -0.2% |
| 12 Years | -0.15 | 1.14 | 123.2% | 130.1% | -1.2% | -0.1% |
| 15 Years | +0.06 | 1.14 | 123.2% | 130.1% | -1.0% | -0.1% |
19
Total Holdings
78.1%
Top 10 Weight
3
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Indus Towers Limited | 16.52% |
| 2 | Persistent Systems Limited | 14.45% |
| 3 | Coforge Limited | 11.14% |
| 4 | Vodafone Idea Limited | 8.20% |
| 5 | Mphasis Limited | 7.35% |
| 6 | Tata Communications Limited | 5.26% |
| 7 | Oracle Financial Services Software Limited | 4.63% |
| 8 | Tata Elxsi Limited | 4.36% |
| 9 | Bharti Hexacom Limited | 3.39% |
| 10 | Tata Technologies Limited | 2.82% |