Motilal Oswal Nifty India Defence Index Fund-Reg(G) To generate returns that, before expenses, closely correspond to the total returns of the Index Benchmarked. The scheme invests at least 95% of its assets in the securities of the target index in the same proportion, aiming to eliminate human bias and minimize tracking error.
This snapshot summarizes key quantitative signals such as alpha, risk-adjusted returns, volatility and benchmark comparison to help investors quickly assess fund suitability.
Fund performance should be evaluated across multiple time periods. Short-term returns reflect recent market trends, while long-term returns indicate consistency and wealth creation potential over full market cycles.
Asset allocation shows how the fund distributes investments across asset classes. In gold-focused funds, allocation helps investors understand exposure concentration and diversification benefits within the portfolio.
| Category | Exposure (%) |
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SIP investments help reduce market timing risk by spreading investments over time. This calculator provides an estimated projection based on assumed long-term returns and should be used for planning purposes only.
Risk metrics such as alpha, beta, Sharpe ratio and volatility explain how the fund behaves under different market conditions. These indicators should be interpreted together rather than in isolation.
| Risk Metric | Value |
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Product Suitability: Suitable for investors seeking long-term capital appreciation through equity investments in ….
Peer comparison helps investors evaluate relative performance within the same category. Funds are compared on risk-adjusted metrics to highlight consistency rather than short-term outperformance.
Top 5 peers in the same category ranked by Alpha (risk-adjusted performance).
| Scheme | Alpha | Sharpe | 1Y | 3Y | 5Y | 10Y |
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SWOT analysis highlights the fund’s strengths, limitations, future opportunities and external risks. This qualitative view complements numerical performance data and supports informed decision-making.
Goal-based planning aligns investments with financial objectives such as retirement or major expenses. These projections are indicative and depend on market performance and investment discipline.
These frequently asked questions address common investor queries related to fund structure, investment process, suitability and tracking methods.
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Get Started NowAuthor: Research Team, Nivesh Sansar (15+ years mutual fund research experience)
Disclosure: We are AMFI registered mutual fund distributors. We do not guarantee returns.
SEBI Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.
📅 Last Updated on: March 5, 2026
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