1Y
+8.69%
3Y
+13.59%
5Y
+10.64%
Since Inception
+11.25%
Sharpe
0.68
Sortino
1.02
Max Drawdown
-12.14%
Volatility
6.00%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹81 Cr (January - March 2026)
Expense ratio (Direct)0.53%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Domestic
1Y
#35 of 86
Top 41%
3Y CAGR
#44 of 70
Top 63%
5Y CAGR
#32 of 50
Top 64%
Sharpe
#32 of 81
Top 40%