Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
Direct · Growth ₹9.60
18 Aug 2026
NAV
-5.8%
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.
-2.57
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 | ₹12.04 L | -3.1% | -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 | -3.1% | 14.4% | 9.4% | -17.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -5.8% | -6.4% | -15.2% | 8.7% | -2.57 | -0.93 | 11% | — | — |
-32.4%
Max Drawdown
15 mo
Drawdown Duration
Not recovered
Recovery Time
-15.8%
Avg Drawdown
Calmar Ratio by Duration
-0.18
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.29 | 0.99 | 114.4% | 101.3% | 6.4% | -2.9% |
| 3 Years | -1.90 | 1.13 | 121.7% | 125.3% | -2.8% | -0.1% |
| 5 Years | -0.81 | 1.13 | 121.7% | 125.3% | -1.7% | -0.0% |
| 7 Years | -0.34 | 1.13 | 121.7% | 125.3% | -1.2% | -0.0% |
| 10 Years | +0.02 | 1.13 | 121.7% | 125.3% | -0.8% | -0.0% |
| 12 Years | +0.15 | 1.13 | 121.7% | 125.3% | -0.7% | -0.0% |
| 15 Years | +0.29 | 1.13 | 121.7% | 125.3% | -0.6% | -0.0% |
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% |