1Y
+8.63%
3Y
+21.45%
5Y
+16.93%
Since Inception
+20.61%
Sharpe
0.78
Sortino
1.28
Max Drawdown
-27.71%
Volatility
18.45%
Alpha
+9.30%
Beta
1.16
Info Ratio
0.86
Up / Down Capture
142 / 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
#5 of 58
Top 9%
3Y CAGR
#1 of 57
Top 2%
5Y CAGR
#1 of 45
Top 2%
Sharpe
#9 of 58
Top 16%