1Y
+9.08%
3Y
+16.28%
5Y
+12.80%
Since Inception
+13.68%
Sharpe
0.73
Sortino
1.14
Max Drawdown
-12.39%
Volatility
9.15%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹139 Cr (January - March 2026)
Expense ratio (Direct)0.39%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Domestic
1Y
#33 of 86
Top 38%
3Y CAGR
#32 of 70
Top 46%
5Y CAGR
#18 of 50
Top 36%
Sharpe
#27 of 81
Top 33%