1Y
-1.61%
3Y
+11.99%
5Y
-
Since Inception
+13.70%
Sharpe
0.54
Sortino
0.81
Max Drawdown
-17.81%
Volatility
16.38%
Alpha
+6.32%
Beta
1.11
Info Ratio
0.85
Up / Down Capture
129 / 100
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2022-08-04
AUM₹30 Cr (January - March 2026)
Expense ratio (Direct)0.39%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#271 of 352
Top 77%
3Y CAGR
#45 of 196
Top 23%
5Y CAGR
-
Sharpe
#40 of 316
Top 13%