1Y
+5.81%
3Y
+19.81%
5Y
-
Since Inception
+26.01%
Sharpe
0.92
Sortino
1.54
Max Drawdown
-21.81%
Volatility
20.93%
Alpha
+17.38%
Beta
1.36
Info Ratio
1.35
Up / Down Capture
179 / 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
#98 of 352
Top 28%
3Y CAGR
#5 of 196
Top 3%
5Y CAGR
-
Sharpe
#4 of 316
Top 1%