Motilal Oswal M50 Etf (Mofm50) Overview
Category ETF
BMSMONEY Rank 19
BMSMONEY Rating
Growth Option As On: 24-04-2024
NAV ₹227.85 (R) +0.15% (D) %
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 27.14% 16.9% 15.09% 14.47% 9.28%
LumpSum Dir. P
SIP Reg. P 25.47% 14.88% 17.83% 15.92% 13.87%
SIP Dir. P
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.59 0.33 0.79 -0.03% 0.08
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.93% -13.08% -9.84% 1.0 8.62%

NAV Date: 24-04-2024

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty 50 ETF 227.85
0.3500
0.1500%

Review Date: March 28, 2024

The ETFs category has 87 funds. Performance of the Motilal Oswal M50 Etf (Mofm50) has been analyzed on 21 performance parameters. Out of nine return parameters, the fund has zero return parameters in first quartile; whereas three risk parameters (out of five) in first quartile. Similarly two risk-adjusted performance parameters are in first quartile, the performance on different parameters provides has achieved 19th (out of 87 funds), which is good rank in the ETFs category.
Our ranking methodology employs a composite performance score, taking into account the fund's return, risk, and risk-adjusted performance from the past three years. This composite performance score is then crucial in ranking the funds within the respective category.

The Motilal Oswal M50 Etf (Mofm50) has below average return performance, as more than 25% 1 year and above return parameters are below average in 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 M50 Etf (Mofm50) has given return of 0.57% in last one month which is good as it is above average in ETFs.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Motilal Oswal M50 Etf (Mofm50) has given return of 2.9% 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 M50 Etf (Mofm50) has given return of 14.72% in last six month which is good as it is above average in ETFs.
  4. 1 Year Return%: The Motilal Oswal M50 Etf (Mofm50) has given return of 32.17% in last one year which is good as it is above average in ETFs. The one year return rank of Motilal Oswal M50 Etf (Mofm50) is 63 in 129 funds. The investment of ₹ 10,000 in this fund would have become ₹ 13217.0 in one year.
  5. 3 Year Return%: The Motilal Oswal M50 Etf (Mofm50) has given return of 15.83% in last three year which is good as it is above average with return rank of 33 in 85 funds. in ETFs.
  6. 5 Year Return%: The Motilal Oswal M50 Etf (Mofm50) has given return of 15.05% in last five year which is good as it is above average with return rank of 26 in 63 funds. in ETFs.
  7. 1 Year SIP Return%: The Motilal Oswal M50 Etf (Mofm50) has given return of 28.73% in last one year which is poor as it is in the below average with return rank of 63 in 121 funds. in ETFs.
  8. 3 Year SIP Return%: The Motilal Oswal M50 Etf (Mofm50) has given return of 17.13% in last three year which is good as it is above average with return rank of 31 in 77 funds. in ETFs.
  9. 5 Year SIP Return%: The Motilal Oswal M50 Etf (Mofm50) has given return of 18.44% in last five year which is good as it is above average with return rank of 24 in 56 funds. in ETFs.
    10. '
'

The Motilal Oswal M50 Etf (Mofm50) has good risk performance, as more than 50% risk parameters are in the top quartile in 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 M50 Etf (Mofm50) has standard deviation of 12.93 which is very good as it is in the top quartile with risk rank of 6 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 M50 Etf (Mofm50) has semi deviation of 8.62 which is very good as it is in the top quartile with risk rank of 9 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 M50 Etf (Mofm50) has max drawdown of -9.84% which is very good as it is in the top quartile with risk rank of 2 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 M50 Etf (Mofm50) has 1Y VaR at 95% of -13.08% which is good as it is above average with risk rank of 19 in 47 funds. in ETFs.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Motilal Oswal M50 Etf (Mofm50) has average drawdown of -5.18% which is good as it is above average with risk rank of 13 in 47 funds. in ETFs.
    6. '
'

The Motilal Oswal M50 Etf (Mofm50) 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 M50 Etf (Mofm50) has Sterling Ratio of 0.79 which is good as it is above average with risk rank of 15 in 47 funds. in ETFs.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Motilal Oswal M50 Etf (Mofm50) has Sortino Ratio of 0.33 which is good as it is above average with risk rank of 18 in 47 funds. in ETFs.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Motilal Oswal M50 Etf (Mofm50) has Jensen Alpha of -0.03% which is very good as it is in the top quartile with risk rank of 8 in 47 funds. in ETFs.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Motilal Oswal M50 Etf (Mofm50) has Treynor Ratio of 0.08 which is good as it is above average with risk rank of 20 in 47 funds. in ETFs.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Motilal Oswal M50 Etf (Mofm50) has Modigliani Square Measure of 15.82% which is good as it is above average with risk rank of 18 in 47 funds. in ETFs.
  6. Alpha %: It is a measure of risk-adjusted return. The Motilal Oswal M50 Etf (Mofm50) has Alpha of -0.08% which is very good as it is in the top quartile with risk rank of 7 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 % 1.80
1.97
-5.84 | 8.45 82 | 129
No
No
No
3M Return % 5.03
2.37
-89.67 | 20.17 74 | 129
Yes
No
No
6M Return % 17.41
16.47
-89.18 | 61.92 68 | 129
Yes
No
No
1Y Return % 27.14
26.04
-88.81 | 104.87 63 | 129
Yes
No
No
3Y Return % 16.90
7.03
-48.45 | 55.86 33 | 87
Yes
No
No
5Y Return % 15.09
1.73
-54.20 | 25.40 24 | 63
Yes
No
No
7Y Return % 14.47
3.78
-40.32 | 19.21 18 | 48
Yes
No
No
10Y Return % 9.28
8.04
-10.15 | 19.17 11 | 16
Yes
No
No
1Y SIP Return % 25.47
32.06
-17.76 | 122.28 61 | 121
No
No
No
3Y SIP Return % 14.88
14.86
-21.00 | 60.71 30 | 80
Yes
No
No
5Y SIP Return % 17.83
15.40
-13.35 | 45.82 24 | 56
Yes
No
No
7Y SIP Return % 15.92
14.79
-1.26 | 31.36 18 | 39
Yes
No
No
10Y SIP Return % 13.87
14.57
4.35 | 19.75 11 | 13
No
No
Yes
Standard Deviation 12.93
24.27
12.87 | 55.65 6 | 47
Yes
Yes
No
Semi Deviation 8.62
19.82
8.24 | 52.10 9 | 47
Yes
Yes
No
Max Drawdown % -9.84
-30.26
-91.42 | -8.96 2 | 47
Yes
Yes
No
VaR 1 Y % -13.08
-16.34
-30.81 | -10.27 19 | 47
Yes
No
No
Average Drawdown % -5.18
-13.05
-91.31 | -3.15 13 | 47
Yes
No
No
Sharpe Ratio 0.59
0.31
-0.98 | 1.22 17 | 47
Yes
No
No
Sterling Ratio 0.79
0.56
-0.49 | 1.77 15 | 47
Yes
No
No
Sortino Ratio 0.33
0.27
-0.15 | 0.74 18 | 47
Yes
No
No
Jensen Alpha % -0.03
-15.84
-77.69 | 1.23 8 | 47
Yes
Yes
No
Treynor Ratio 0.08
0.03
-0.61 | 1.02 20 | 47
Yes
No
No
Modigliani Square Measure % 15.82
12.04
-14.28 | 47.68 18 | 47
Yes
No
No
Alpha % -0.08
-14.89
-65.16 | -0.04 7 | 47
Yes
Yes
No
Return data last Updated On : April 24, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 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 12.93 24.27 12.87 | 55.65 6 | 47
Yes
Yes
No
Semi Deviation 8.62 19.82 8.24 | 52.10 9 | 47
Yes
Yes
No
Max Drawdown % -9.84 -30.26 -91.42 | -8.96 2 | 47
Yes
Yes
No
VaR 1 Y % -13.08 -16.34 -30.81 | -10.27 19 | 47
Yes
No
No
Average Drawdown % -5.18 -13.05 -91.31 | -3.15 13 | 47
Yes
No
No
Sharpe Ratio 0.59 0.31 -0.98 | 1.22 17 | 47
Yes
No
No
Sterling Ratio 0.79 0.56 -0.49 | 1.77 15 | 47
Yes
No
No
Sortino Ratio 0.33 0.27 -0.15 | 0.74 18 | 47
Yes
No
No
Jensen Alpha % -0.03 -15.84 -77.69 | 1.23 8 | 47
Yes
Yes
No
Treynor Ratio 0.08 0.03 -0.61 | 1.02 20 | 47
Yes
No
No
Modigliani Square Measure % 15.82 12.04 -14.28 | 47.68 18 | 47
Yes
No
No
Alpha % -0.08 -14.89 -65.16 | -0.04 7 | 47
Yes
Yes
No
Return data last Updated On : April 24, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.15 ₹ 10015.0 ₹
1W 1.85 ₹ 10185.0 ₹
1M 1.8 ₹ 10180.0 ₹
3M 5.03 ₹ 10503.0 ₹
6M 17.41 ₹ 11741.0 ₹
1Y 27.14 ₹ 12714.0 ₹
3Y 16.9 ₹ 15976.0 ₹
5Y 15.09 ₹ 20192.0 ₹
7Y 14.47 ₹ 25755.0 ₹
10Y 9.28 ₹ 24279.0 ₹
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 25.4719 ₹ 13595.652 ₹
3Y ₹ 36000 14.8811 ₹ 44906.364 ₹
5Y ₹ 60000 17.8258 ₹ 93624.78 ₹
7Y ₹ 84000 15.9176 ₹ 148166.34 ₹
10Y ₹ 120000 13.8747 ₹ 247711.2 ₹
15Y ₹ 180000 - ₹ - ₹


Date NAV Regular Growth NAV Direct Growth
24-04-2024 227.8478 None
23-04-2024 227.4983 None
22-04-2024 227.1773 None
19-04-2024 225.2522 None
18-04-2024 223.7153 None
16-04-2024 225.2624 None
15-04-2024 226.5298 None
12-04-2024 229.0417 None
09-04-2024 230.2973 None
08-04-2024 230.5373 None
05-04-2024 228.9859 None
04-04-2024 228.996 None
03-04-2024 228.1827 None
02-04-2024 228.3732 None
01-04-2024 228.4619 None
28-03-2024 227.089 None
27-03-2024 225.022 None
26-03-2024 223.8229 None
22-03-2024 224.7603 None
21-03-2024 223.8982 None
20-03-2024 222.1407 None
19-03-2024 221.9208 None
18-03-2024 224.3442 None
15-03-2024 224.0164 None
14-03-2024 225.268 None
13-03-2024 223.7531 None
12-03-2024 227.191 None
11-03-2024 227.1603 None
07-03-2024 228.7984 None
06-03-2024 228.6004 None
05-03-2024 227.4034 None
04-03-2024 227.905 None
01-03-2024 227.2264 None
29-02-2024 223.6078 None
28-02-2024 223.2865 None
27-02-2024 225.7983 None
26-02-2024 225.0235 None
23-02-2024 225.9446 None
22-02-2024 225.9931 None
21-02-2024 224.3439 None
20-02-2024 225.7856 None
19-02-2024 224.9977 None
16-02-2024 224.1704 None
15-02-2024 222.8141 None
14-02-2024 222.0429 None
13-02-2024 221.0599 None
12-02-2024 219.7685 None
09-02-2024 221.4598 None
08-02-2024 220.783 None
07-02-2024 222.8135 None
06-02-2024 222.8028 None
05-02-2024 221.177 None
02-02-2024 222.0119 None
01-02-2024 220.4246 None
31-01-2024 220.7119 None
30-01-2024 218.6449 None
29-01-2024 220.8332 None
25-01-2024 216.9257 None
24-01-2024 217.9552 None
23-01-2024 215.7678 None
20-01-2024 219.1498 None
19-01-2024 219.6639 None
18-01-2024 217.9451 None
17-01-2024 219.0592 None
16-01-2024 223.7323 None
15-01-2024 224.3934 None
12-01-2024 222.3348 None
11-01-2024 219.8229 None
10-01-2024 219.5333 None
09-01-2024 218.7838 None
08-01-2024 218.4606 None
05-01-2024 220.47 None
04-01-2024 219.9402 None
03-01-2024 218.5061 None
02-01-2024 220.0138 None
01-01-2024 220.7866 None
29-12-2023 220.6806 None
28-12-2023 221.1613 None
27-12-2023 219.9051 None
26-12-2023 217.7383 None
22-12-2023 216.8058 None
21-12-2023 215.8479 None
20-12-2023 214.7829 None
19-12-2023 217.8594 None
18-12-2023 217.5095 None
15-12-2023 217.8962 None
14-12-2023 215.1152 None
13-12-2023 212.5134 None
12-12-2023 212.3109 None
11-12-2023 213.2339 None
08-12-2023 212.9358 None
07-12-2023 212.2434 None
06-12-2023 212.6149 None
05-12-2023 211.7766 None
04-12-2023 210.0691 None
01-12-2023 205.8188 None
30-11-2023 204.4524 None
29-11-2023 204.0818 None
28-11-2023 201.9831 None
24-11-2023 201.0202 None
23-11-2023 201.0948 None
22-11-2023 201.1949 None
21-11-2023 200.9064 None
20-11-2023 200.0002 None
17-11-2023 200.3845 None
16-11-2023 200.7241 None
15-11-2023 199.7717 None
13-11-2023 197.4193 None
10-11-2023 197.2357 None
09-11-2023 196.931 None
08-11-2023 197.42 None
07-11-2023 197.047 None
06-11-2023 197.0988 None
03-11-2023 195.2631 None
02-11-2023 194.2464 None
01-11-2023 192.7314 None
31-10-2023 193.6369 None
30-10-2023 194.2589 None
27-10-2023 193.3106 None
26-10-2023 191.3803 None
25-10-2023 194.0659 None
23-10-2023 195.5362 None
20-10-2023 198.1819 None
19-10-2023 198.9846 None
18-10-2023 199.4341 None
17-10-2023 200.8569 None
16-10-2023 200.0491 None
13-10-2023 200.2453 None
12-10-2023 200.6812 None
11-10-2023 200.8572 None
10-10-2023 199.6256 None
09-10-2023 197.8265 None
06-10-2023 199.2586 None
05-10-2023 198.1661 None
04-10-2023 197.0549 None
03-10-2023 197.9941 None
29-09-2023 199.1041 None
28-09-2023 197.9437 None
27-09-2023 199.9077 None
26-09-2023 199.3504 None
25-09-2023 199.4505 None
22-09-2023 199.4482 None
21-09-2023 200.1389 None
20-09-2023 201.7515 None
18-09-2023 204.1031 None
15-09-2023 204.7025 None
14-09-2023 203.7982 None
13-09-2023 203.4629 None
12-09-2023 202.6849 None
11-09-2023 202.7173 None
08-09-2023 200.9306 None
07-09-2023 199.9899 None
06-09-2023 198.815 None
05-09-2023 198.4549 None
04-09-2023 197.9881 None
01-09-2023 197.0421 None
31-08-2023 195.2053 None
30-08-2023 196.1535 None
29-08-2023 196.1048 None
28-08-2023 195.7352 None
25-08-2023 195.3286 None
24-08-2023 196.552 None
23-08-2023 197.132 None
22-08-2023 196.6513 None
21-08-2023 196.6228 None
18-08-2023 195.7091 None
17-08-2023 196.2404 None
16-08-2023 197.2466 None
14-08-2023 196.9402 None
11-08-2023 196.8561 None
10-08-2023 197.9336 None
09-08-2023 198.8359 None
08-08-2023 198.0857 None
07-08-2023 198.3526 None
04-08-2023 197.5445 None
03-08-2023 196.1751 None
02-08-2023 197.5973 None
01-08-2023 199.6018 None
31-07-2023 199.8063 None
28-07-2023 198.7204 None
27-07-2023 198.833 None
26-07-2023 200.0064 None
25-07-2023 199.0217 None
24-07-2023 198.9386 None
21-07-2023 199.6714 None
20-07-2023 202.0222 None
19-07-2023 200.5049 None
18-07-2023 199.6592 None
17-07-2023 199.2781 None
14-07-2023 197.7973 None
13-07-2023 196.2448 None
12-07-2023 195.8599 None
11-07-2023 196.4195 None
10-07-2023 195.5603 None
07-07-2023 195.3182 None
06-07-2023 196.9784 None
05-07-2023 195.9836 None
04-07-2023 195.8875 None
03-07-2023 195.22 None
30-06-2023 193.8676 None
28-06-2023 191.666 None
27-06-2023 190.1098 None
26-06-2023 188.84 None
23-06-2023 188.5823 None
22-06-2023 189.6463 None
21-06-2023 190.5079 None
20-06-2023 190.1037 None
19-06-2023 189.4874 None
16-06-2023 190.1529 None
15-06-2023 188.7606 None
14-06-2023 189.3866 None
13-06-2023 188.9872 None
12-06-2023 187.8339 None
09-06-2023 187.4511 None
08-06-2023 188.1449 None
07-06-2023 189.0697 None
06-06-2023 187.7882 None
05-06-2023 187.7363 None
02-06-2023 187.1362 None
01-06-2023 186.5059 None
31-05-2023 186.9754 None
30-05-2023 187.8763 None
29-05-2023 187.5227 None
26-05-2023 186.5243 None
25-05-2023 184.7323 None
24-05-2023 184.373 None
23-05-2023 185.0034 None
22-05-2023 184.6652 None
19-05-2023 183.5492 None
18-05-2023 182.7986 None
17-05-2023 183.32 None
16-05-2023 184.3744 None
15-05-2023 185.1303 None
12-05-2023 184.2855 None
11-05-2023 184.1067 None
10-05-2023 184.2888 None
09-05-2023 183.7944 None
08-05-2023 183.7793 None
05-05-2023 181.8149 None
04-05-2023 183.6937 None
03-05-2023 182.0252 None
02-05-2023 182.6066 None
28-04-2023 181.7762 None
27-04-2023 180.2252 None
26-04-2023 179.205 None
25-04-2023 178.7589 None
24-04-2023 178.4991 None

Fund Launch Date: 30/Jun/2010
Fund Category: ETF
Investment Objective: The Scheme seeks investment return that corresponds (before fees and expenses) generally to the performance of the Nifty 50 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 50 Index
Fund Benchmark: Nifty 50 Total Return Index
Source: Fund FactSheet

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