1Y
+1.32%
3Y
+22.92%
5Y
+18.28%
Since Inception
+20.20%
Sharpe
0.72
Sortino
1.18
Max Drawdown
-27.71%
Volatility
18.64%
Alpha
+8.52%
Beta
1.16
Info Ratio
0.81
Up / Down Capture
138 / 108
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹4.2K Cr (January - March 2026)
Expense ratio (Direct)2.30%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#9 of 58
Top 16%
3Y CAGR
#1 of 56
Top 2%
5Y CAGR
#3 of 45
Top 7%
Sharpe
#9 of 58
Top 16%