1Y
+21.66%
3Y
+22.69%
5Y
-
Since Inception
+21.75%
Sharpe
1.15
Sortino
2.12
Max Drawdown
-14.27%
Volatility
11.94%
Alpha
+5.73%
vs proxy benchmark
Beta
0.56
vs proxy benchmark
Info Ratio
-0.24
vs proxy benchmark
Up / Down Capture
77 / 41
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2023-09-26
AUM₹36 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Domestic
1Y
#9 of 100
Top 9%
3Y CAGR
#18 of 71
Top 25%
5Y CAGR
-
Sharpe
#2 of 99
Top 2%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.