1Y
-1.62%
3Y
-
5Y
-
Since Inception
+10.43%
Sharpe
-0.09
Sortino
-0.13
Max Drawdown
-25.03%
Volatility
21.25%
Alpha
+3.29%
provisional: short history
Beta
0.86
provisional: short history
Info Ratio
0.28
provisional: short history
Up / Down Capture
102 / 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
#207 of 242
Top 86%
3Y CAGR
-
5Y CAGR
-
Sharpe
#196 of 242
Top 81%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.