1Y
-8.14%
3Y
+14.72%
5Y
-
Since Inception
+12.88%
Sharpe
0.47
Sortino
0.70
Max Drawdown
-17.81%
Volatility
16.89%
Alpha
+7.06%
Beta
1.12
Info Ratio
0.94
Up / Down Capture
132 / 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
#292 of 325
Top 90%
3Y CAGR
#44 of 188
Top 23%
5Y CAGR
-
Sharpe
#48 of 293
Top 16%