1Y
-0.55%
3Y
+12.49%
5Y
-
Since Inception
+13.46%
Sharpe
0.30
Sortino
0.47
Max Drawdown
-24.38%
Volatility
16.46%
Alpha
+5.59%
Beta
1.11
Info Ratio
0.61
Up / Down Capture
132 / 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
#268 of 356
Top 75%
3Y CAGR
#49 of 201
Top 24%
5Y CAGR
-
Sharpe
#56 of 323
Top 17%