1Y
+2.77%
3Y
+18.16%
5Y
+12.55%
Since Inception
+14.56%
Sharpe
0.59
Sortino
0.88
Max Drawdown
-21.55%
Volatility
15.59%
Alpha
+5.94%
Beta
0.95
Info Ratio
0.61
Up / Down Capture
112 / 82
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹13.0K Cr (January - March 2026)
Expense ratio (Direct)1.45%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#20 of 42
Top 48%
3Y CAGR
#3 of 38
Top 8%
5Y CAGR
#8 of 28
Top 29%
Sharpe
#19 of 42
Top 45%