Motilal Oswal Midcap 100 Etf (Mofm100) Overview
Category ETF
BMSMONEY Rank 2
BMSMONEY Rating
Growth Option As On: 18-04-2024
NAV ₹52.24 (R) 0.0% (D) %
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 57.94% 29.01% 23.23% 16.26% 18.91%
LumpSum Dir. P
SIP Reg. P 47.28% 30.58% 30.54% 23.31% 19.38%
SIP Dir. P
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.21 0.66 1.22 -0.43% 0.19
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
15.75% -19.21% -12.65% 1.0 11.12%

NAV Date: 18-04-2024

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Midcap 100 ETF 52.24
0.0000
0.0000%

Review Date: Feb. 29, 2024

Performance of the Motilal Oswal Midcap 100 Etf (Mofm100) has been analyzed on 21 performance parameters. Out of nine return parameters, the fund has seven return parameters in first quartile; whereas one risk parameter (out of five) in first quartile. Similarly five risk-adjusted performance parameters are in first quartile. Based on this performance Motilal Oswal Midcap 100 Etf (Mofm100) has achieved second (out of 84 funds), which is very good rank in the ETFs category. Essentially, among its peer group of similar types of funds, it stands in the very good position, a testament to its successful track record. The ETFs category has 84 funds.
Our ranking method uses a composite performance score to rank funds in a category. The score incorporates the fund's return, risk, and risk adjusted performance of the last three years.

The Motilal Oswal Midcap 100 Etf (Mofm100) has exellent return performance, as all 1 year and above return parameters are in top quartile of ETFs category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Motilal Oswal Midcap 100 Etf (Mofm100) has given return of 1.26% in last one month which is very poor as it is in the fourth quartile in ETFs.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Motilal Oswal Midcap 100 Etf (Mofm100) has given return of 11.56% in last three month which is good as it is above average in ETFs.
  3. 6 Month Return%: Six month return shows funds performance in short period of time, the Motilal Oswal Midcap 100 Etf (Mofm100) has given return of 23.86% in last six month which is very good as it is in the top quartile in ETFs.
  4. 1 Year Return%: The Motilal Oswal Midcap 100 Etf (Mofm100) has given return of 59.41% in last one year which is very good as it is in the top quartile in ETFs. The one year return rank of Motilal Oswal Midcap 100 Etf (Mofm100) is 20 in 129 funds. The investment of ₹ 10,000 in this fund would have become ₹ 15941.0 in one year.
  5. 3 Year Return%: The Motilal Oswal Midcap 100 Etf (Mofm100) has given return of 27.61% in last three year which is very good as it is in the top quartile with return rank of 5 in 83 funds. in ETFs.
  6. 5 Year Return%: The Motilal Oswal Midcap 100 Etf (Mofm100) has given return of 24.0% in last five year which is very good as it is in the top quartile with return rank of 3 in 62 funds. in ETFs.
  7. 1 Year SIP Return%: The Motilal Oswal Midcap 100 Etf (Mofm100) has given return of 61.84% in last one year which is very good as it is in the top quartile with return rank of 28 in 125 funds. in ETFs.
  8. 3 Year SIP Return%: The Motilal Oswal Midcap 100 Etf (Mofm100) has given return of 32.12% in last three year which is very good as it is in the top quartile with return rank of 5 in 78 funds. in ETFs.
  9. 5 Year SIP Return%: The Motilal Oswal Midcap 100 Etf (Mofm100) has given return of 31.12% in last five year which is very good as it is in the top quartile with return rank of 5 in 56 funds. in ETFs.
    10. '
'

The Motilal Oswal Midcap 100 Etf (Mofm100) has average risk performance, as more than 25% risk parameters are above average ETFs category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The Motilal Oswal Midcap 100 Etf (Mofm100) has standard deviation of 15.75 which is good as it is above average with risk rank of 33 in 47 funds. in ETFs.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The Motilal Oswal Midcap 100 Etf (Mofm100) has semi deviation of 11.12 which is good as it is above average with risk rank of 37 in 47 funds. in ETFs.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The Motilal Oswal Midcap 100 Etf (Mofm100) has max drawdown of -12.65% which is good as it is above average with risk rank of 28 in 47 funds. in ETFs.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The Motilal Oswal Midcap 100 Etf (Mofm100) has 1Y VaR at 95% of -19.21% which is poor as it is in the below average with risk rank of 35 in 47 funds. in ETFs.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Motilal Oswal Midcap 100 Etf (Mofm100) has average drawdown of -4.12% which is very good as it is in the top quartile with risk rank of 4 in 47 funds. in ETFs.
    6. '
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The Motilal Oswal Midcap 100 Etf (Mofm100) has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in ETFs category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The Motilal Oswal Midcap 100 Etf (Mofm100) has Sterling Ratio of 1.22 which is very good as it is in the top quartile with risk rank of 5 in 47 funds. in ETFs.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Motilal Oswal Midcap 100 Etf (Mofm100) has Sortino Ratio of 0.66 which is very good as it is in the top quartile with risk rank of 6 in 47 funds. in ETFs.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Motilal Oswal Midcap 100 Etf (Mofm100) has Jensen Alpha of -0.43% which is good as it is above average with risk rank of 37 in 47 funds. in ETFs.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Motilal Oswal Midcap 100 Etf (Mofm100) has Treynor Ratio of 0.19 which is very good as it is in the top quartile with risk rank of 3 in 47 funds. in ETFs.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Motilal Oswal Midcap 100 Etf (Mofm100) has Modigliani Square Measure of 27.53% which is very good as it is in the top quartile with risk rank of 3 in 47 funds. in ETFs.
  6. Alpha %: It is a measure of risk-adjusted return. The Motilal Oswal Midcap 100 Etf (Mofm100) has Alpha of -0.36% which is good as it is above average with risk rank of 29 in 47 funds. in ETFs.
    7. '
'


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 6.66
2.04
-6.61 | 12.65 21 | 129
Yes
Yes
No
3M Return % 2.59
0.23
-90.01 | 18.53 63 | 129
Yes
No
No
6M Return % 21.75
10.14
-89.68 | 54.00 28 | 129
Yes
Yes
No
1Y Return % 57.94
25.09
-88.94 | 103.06 19 | 129
Yes
Yes
No
3Y Return % 29.01
6.78
-48.78 | 56.39 5 | 87
Yes
Yes
No
5Y Return % 23.23
1.42
-54.35 | 25.23 3 | 63
Yes
Yes
No
7Y Return % 16.26
3.67
-40.38 | 18.91 3 | 48
Yes
Yes
No
10Y Return % 18.91
7.82
-10.35 | 18.91 1 | 16
Yes
Yes
No
1Y SIP Return % 47.28
25.95
-19.68 | 117.15 23 | 121
Yes
Yes
No
3Y SIP Return % 30.58
15.70
-10.96 | 61.29 6 | 79
Yes
Yes
No
5Y SIP Return % 30.54
14.99
-13.45 | 45.37 5 | 56
Yes
Yes
No
7Y SIP Return % 23.31
14.36
-2.24 | 30.97 3 | 39
Yes
Yes
No
10Y SIP Return % 19.38
13.97
4.11 | 19.38 1 | 12
Yes
Yes
No
Standard Deviation 15.75
38.19
12.38 | 563.83 33 | 47
Yes
No
No
Semi Deviation 11.12
14.88
8.11 | 106.95 37 | 47
Yes
No
Yes
Max Drawdown % -12.65
-16.88
-90.23 | -8.96 28 | 47
Yes
No
No
VaR 1 Y % -19.21
-16.10
-32.78 | -10.27 35 | 47
No
No
No
Average Drawdown % -4.12
-6.61
-24.75 | -3.35 4 | 47
Yes
Yes
No
Sharpe Ratio 1.21
0.60
-0.95 | 1.37 4 | 47
Yes
Yes
No
Sterling Ratio 1.22
0.77
-0.47 | 1.62 5 | 47
Yes
Yes
No
Sortino Ratio 0.66
0.42
-0.13 | 1.60 6 | 47
Yes
Yes
No
Jensen Alpha % -0.43
-1.92
-73.22 | 62.57 37 | 47
Yes
No
Yes
Treynor Ratio 0.19
0.08
-0.51 | 0.34 3 | 47
Yes
Yes
No
Modigliani Square Measure % 27.53
16.73
-10.70 | 43.53 3 | 47
Yes
Yes
No
Alpha % -0.36
-1.82
-61.48 | -0.01 29 | 47
Yes
No
No
Return data last Updated On : April 18, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
Standard Deviation 15.75 38.19 12.38 | 563.83 33 | 47
Yes
No
No
Semi Deviation 11.12 14.88 8.11 | 106.95 37 | 47
Yes
No
Yes
Max Drawdown % -12.65 -16.88 -90.23 | -8.96 28 | 47
Yes
No
No
VaR 1 Y % -19.21 -16.10 -32.78 | -10.27 35 | 47
No
No
No
Average Drawdown % -4.12 -6.61 -24.75 | -3.35 4 | 47
Yes
Yes
No
Sharpe Ratio 1.21 0.60 -0.95 | 1.37 4 | 47
Yes
Yes
No
Sterling Ratio 1.22 0.77 -0.47 | 1.62 5 | 47
Yes
Yes
No
Sortino Ratio 0.66 0.42 -0.13 | 1.60 6 | 47
Yes
Yes
No
Jensen Alpha % -0.43 -1.92 -73.22 | 62.57 37 | 47
Yes
No
Yes
Treynor Ratio 0.19 0.08 -0.51 | 0.34 3 | 47
Yes
Yes
No
Modigliani Square Measure % 27.53 16.73 -10.70 | 43.53 3 | 47
Yes
Yes
No
Alpha % -0.36 -1.82 -61.48 | -0.01 29 | 47
Yes
No
No
Return data last Updated On : April 18, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.0 ₹ 10000.0 ₹
1W -2.14 ₹ 9786.0 ₹
1M 6.66 ₹ 10666.0 ₹
3M 2.59 ₹ 10259.0 ₹
6M 21.75 ₹ 12175.0 ₹
1Y 57.94 ₹ 15794.0 ₹
3Y 29.01 ₹ 21472.0 ₹
5Y 23.23 ₹ 28419.0 ₹
7Y 16.26 ₹ 28715.0 ₹
10Y 18.91 ₹ 56528.0 ₹
15Y - ₹ - ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 47.2798 ₹ 14894.856 ₹
3Y ₹ 36000 30.5822 ₹ 55778.508 ₹
5Y ₹ 60000 30.5402 ₹ 127088.46 ₹
7Y ₹ 84000 23.3131 ₹ 192768.66 ₹
10Y ₹ 120000 19.3783 ₹ 333133.08 ₹
15Y ₹ 180000 - ₹ - ₹


Date NAV Regular Growth NAV Direct Growth
18-04-2024 52.2383 None
16-04-2024 52.4953 None
15-04-2024 52.5426 None
12-04-2024 53.3815 None
09-04-2024 53.1976 None
08-04-2024 53.3543 None
05-04-2024 53.3346 None
04-04-2024 53.0372 None
03-04-2024 53.0299 None
02-04-2024 52.7552 None
01-04-2024 52.1493 None
28-03-2024 51.2577 None
27-03-2024 51.0252 None
26-03-2024 50.9972 None
22-03-2024 50.469 None
21-03-2024 50.1606 None
20-03-2024 48.9712 None
19-03-2024 48.978 None
18-03-2024 49.5918 None
15-03-2024 49.7809 None
14-03-2024 50.0109 None
13-03-2024 49.0195 None
12-03-2024 51.2756 None
11-03-2024 52.0092 None
07-03-2024 52.2142 None
06-03-2024 52.0984 None
05-03-2024 52.3728 None
04-03-2024 52.5154 None
01-03-2024 52.0246 None
29-02-2024 51.5389 None
28-02-2024 51.2758 None
27-02-2024 52.2905 None
26-02-2024 52.3554 None
23-02-2024 52.5438 None
22-02-2024 52.3804 None
21-02-2024 51.8404 None
20-02-2024 52.4932 None
19-02-2024 52.5431 None
16-02-2024 52.3518 None
15-02-2024 52.0109 None
14-02-2024 51.4886 None
13-02-2024 50.9595 None
12-02-2024 50.7875 None
09-02-2024 52.0795 None
08-02-2024 52.5461 None
07-02-2024 52.5718 None
06-02-2024 52.1776 None
05-02-2024 51.5651 None
02-02-2024 51.6297 None
01-02-2024 51.4376 None
31-01-2024 51.726 None
30-01-2024 50.8966 None
29-01-2024 51.0919 None
25-01-2024 50.27 None
24-01-2024 50.4987 None
23-01-2024 49.5887 None
20-01-2024 51.1802 None
19-01-2024 50.9171 None
18-01-2024 50.154 None
17-01-2024 50.2092 None
16-01-2024 50.7589 None
15-01-2024 50.9407 None
12-01-2024 50.5942 None
11-01-2024 50.4075 None
10-01-2024 50.1623 None
09-01-2024 50.0161 None
08-01-2024 49.9353 None
05-01-2024 50.4706 None
04-01-2024 50.3787 None
03-01-2024 49.5481 None
02-01-2024 49.3992 None
01-01-2024 49.4864 None
29-12-2023 49.1755 None
28-12-2023 48.7847 None
27-12-2023 48.5152 None
26-12-2023 48.3333 None
22-12-2023 48.0198 None
21-12-2023 47.568 None
20-12-2023 46.8801 None
19-12-2023 48.4676 None
18-12-2023 48.6515 None
15-12-2023 48.5462 None
14-12-2023 48.4905 None
13-12-2023 47.8649 None
12-12-2023 47.4477 None
11-12-2023 47.6324 None
08-12-2023 47.2818 None
07-12-2023 47.3828 None
06-12-2023 47.1032 None
05-12-2023 46.9866 None
04-12-2023 46.7686 None
01-12-2023 46.1967 None
30-11-2023 45.6926 None
29-11-2023 45.3836 None
28-11-2023 45.0208 None
24-11-2023 44.7789 None
23-11-2023 44.7387 None
22-11-2023 44.7388 None
21-11-2023 44.5826 None
20-11-2023 44.5531 None
17-11-2023 44.5025 None
16-11-2023 44.4113 None
15-11-2023 44.0675 None
13-11-2023 43.6442 None
10-11-2023 43.3401 None
09-11-2023 43.1283 None
08-11-2023 43.0319 None
07-11-2023 42.6089 None
06-11-2023 42.4892 None
03-11-2023 42.1177 None
02-11-2023 41.8253 None
01-11-2023 41.2504 None
31-10-2023 41.3589 None
30-10-2023 41.2073 None
27-10-2023 41.172 None
26-10-2023 40.5475 None
25-10-2023 41.024 None
23-10-2023 41.2935 None
20-10-2023 42.4235 None
19-10-2023 42.9059 None
18-10-2023 42.9428 None
17-10-2023 43.3326 None
16-10-2023 43.1808 None
13-10-2023 43.091 None
12-10-2023 43.1436 None
11-10-2023 43.0699 None
10-10-2023 42.8566 None
09-10-2023 42.2809 None
06-10-2023 42.856 None
05-10-2023 42.6023 None
04-10-2023 42.604 None
03-10-2023 43.2011 None
29-09-2023 43.1249 None
28-09-2023 42.6646 None
27-09-2023 43.2478 None
26-09-2023 42.9268 None
25-09-2023 42.998 None
22-09-2023 42.7148 None
21-09-2023 42.763 None
20-09-2023 43.1439 None
18-09-2023 43.2639 None
15-09-2023 43.4454 None
14-09-2023 43.3245 None
13-09-2023 42.8235 None
12-09-2023 42.7446 None
11-09-2023 44.0919 None
08-09-2023 43.5936 None
07-09-2023 43.184 None
06-09-2023 42.8548 None
05-09-2023 42.8216 None
04-09-2023 42.3709 None
01-09-2023 41.9595 None
31-08-2023 41.6113 None
30-08-2023 41.5688 None
29-08-2023 41.2679 None
28-08-2023 41.1265 None
25-08-2023 40.9228 None
24-08-2023 41.2602 None
23-08-2023 41.1599 None
22-08-2023 41.0002 None
21-08-2023 40.5523 None
18-08-2023 40.222 None
17-08-2023 40.3001 None
16-08-2023 40.2006 None
14-08-2023 40.1673 None
11-08-2023 40.2287 None
10-08-2023 40.3997 None
09-08-2023 40.4299 None
08-08-2023 40.2953 None
07-08-2023 40.2016 None
04-08-2023 39.9964 None
03-08-2023 39.6729 None
02-08-2023 39.5676 None
01-08-2023 40.0986 None
31-07-2023 40.0855 None
28-07-2023 39.6981 None
27-07-2023 39.4762 None
26-07-2023 39.3669 None
25-07-2023 39.1897 None
24-07-2023 39.0355 None
21-07-2023 39.0949 None
20-07-2023 39.227 None
19-07-2023 39.1264 None
18-07-2023 38.8638 None
17-07-2023 38.9153 None
14-07-2023 38.7958 None
13-07-2023 38.3476 None
12-07-2023 38.6591 None
11-07-2023 38.4971 None
10-07-2023 38.1598 None
07-07-2023 38.307 None
06-07-2023 38.6005 None
05-07-2023 38.2312 None
04-07-2023 37.9631 None
03-07-2023 38.0389 None
30-06-2023 37.9438 None
28-06-2023 37.6926 None
27-06-2023 37.4567 None
26-06-2023 37.2696 None
23-06-2023 36.9236 None
22-06-2023 37.3792 None
21-06-2023 37.7757 None
20-06-2023 37.4704 None
19-06-2023 37.289 None
16-06-2023 37.2744 None
15-06-2023 37.0082 None
14-06-2023 36.93 None
13-06-2023 36.8469 None
12-06-2023 36.4031 None
09-06-2023 36.2025 None
08-06-2023 36.2483 None
07-06-2023 36.4495 None
06-06-2023 36.0742 None
05-06-2023 36.0524 None
02-06-2023 36.0013 None
01-06-2023 35.8363 None
31-05-2023 35.7812 None
30-05-2023 35.6478 None
29-05-2023 35.5574 None
26-05-2023 35.4232 None
25-05-2023 35.1391 None
24-05-2023 35.0056 None
23-05-2023 34.9318 None
22-05-2023 34.7138 None
19-05-2023 34.4949 None
18-05-2023 34.5162 None
17-05-2023 34.7198 None
16-05-2023 34.7516 None
15-05-2023 34.663 None
12-05-2023 34.4074 None
11-05-2023 34.5481 None
10-05-2023 34.4463 None
09-05-2023 34.4256 None
08-05-2023 34.4124 None
05-05-2023 34.0638 None
04-05-2023 34.3004 None
03-05-2023 34.1006 None
02-05-2023 34.0107 None
28-04-2023 33.6839 None
27-04-2023 33.2697 None
26-04-2023 33.0843 None
25-04-2023 33.033 None
24-04-2023 33.0645 None
21-04-2023 32.9339 None
20-04-2023 33.074 None
19-04-2023 33.0648 None
18-04-2023 33.0963 None

Fund Launch Date: 12/Jan/2011
Fund Category: ETF
Investment Objective: The Scheme seeks investment return that corresponds (before fees and expenses) to the performance of Nifty Midcap 100 Index (Underlying Index), subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Description: An open ended scheme replicating/ tracking nifty midcap 100 Index
Fund Benchmark: Nifty Midcap 100 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.