1Y
+28.71%
3Y
-
5Y
-
Since Inception
+24.02%
Sharpe
1.37
Sortino
2.60
Max Drawdown
-14.27%
Volatility
11.84%
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
#16 of 99
Top 16%
3Y CAGR
-
5Y CAGR
-
Sharpe
#1 of 93
Top 1%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.