1Y
+7.43%
3Y
+29.34%
5Y
-
Since Inception
+29.13%
Sharpe
1.03
Sortino
1.72
Max Drawdown
-21.81%
Volatility
21.37%
Alpha
+18.74%
Beta
1.35
Info Ratio
1.51
Up / Down Capture
184 / 99
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2022-08-26
AUM₹1.5K Cr (January - March 2026)
Expense ratio (Direct)0.60%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#19 of 325
Top 6%
3Y CAGR
#2 of 188
Top 1%
5Y CAGR
-
Sharpe
#2 of 293
Top 1%