1Y
+7.09%
3Y
-
5Y
-
Since Inception
+7.21%
Sharpe
-
Sortino
-
Max Drawdown
-0.35%
Volatility
0.59%
Alpha
+0.07%
provisional: short history
Beta
0.63
provisional: short history
Info Ratio
0.26
provisional: short history
Up / Down Capture
-
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-12-27
AUM₹2.2K Cr (January - March 2026)
Expense ratio (Direct)1.02%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Arbitrage
1Y
#4 of 38
Top 11%
3Y CAGR
-
5Y CAGR
-
Sharpe
-
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.