1Y
-11.69%
3Y
-
5Y
-
Since Inception
+2.37%
Sharpe
-0.21
Sortino
-0.29
Max Drawdown
-25.03%
Volatility
22.07%
Alpha
+2.92%
provisional: short history
Beta
0.86
provisional: short history
Info Ratio
0.25
provisional: short history
Up / Down Capture
100 / 82
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-09-02
AUM₹1.8K Cr (January - March 2026)
Expense ratio (Direct)1.00%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#213 of 225
Top 95%
3Y CAGR
-
5Y CAGR
-
Sharpe
#203 of 225
Top 90%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.