1Y
-1.06%
3Y
+14.92%
5Y
-
Since Inception
+14.78%
Sharpe
0.55
Sortino
0.89
Max Drawdown
-24.38%
Volatility
16.62%
Alpha
+6.49%
Beta
1.11
Info Ratio
0.74
Up / Down Capture
136 / 112
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2022-08-26
AUM₹59 Cr (January - March 2026)
Expense ratio (Direct)0.44%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#177 of 325
Top 54%
3Y CAGR
#42 of 188
Top 22%
5Y CAGR
-
Sharpe
#33 of 293
Top 11%