1Y
-5.89%
3Y
+10.43%
5Y
-
Since Inception
+11.35%
Sharpe
0.38
Sortino
0.55
Max Drawdown
-18.20%
Volatility
13.70%
Alpha
+1.73%
Beta
0.97
Info Ratio
0.38
Up / Down Capture
102 / 91
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2022-03-30
AUM₹108 Cr (January - March 2026)
Expense ratio (Direct)0.38%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#244 of 325
Top 75%
3Y CAGR
#61 of 188
Top 32%
5Y CAGR
-
Sharpe
#70 of 293
Top 24%