1Y
+4.06%
3Y
-
5Y
-
Since Inception
+4.49%
Sharpe
-0.13
Sortino
-0.17
Max Drawdown
-30.32%
Volatility
24.52%
Alpha
-7.54%
provisional: short history
Beta
1.06
provisional: short history
Info Ratio
-0.47
provisional: short history
Up / Down Capture
64 / 98
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-11-08
AUM₹786 Cr (January - March 2026)
Expense ratio (Direct)1.39%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#135 of 242
Top 56%
3Y CAGR
-
5Y CAGR
-
Sharpe
#199 of 242
Top 82%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.