1Y
+5.78%
3Y
+18.26%
5Y
+13.92%
Since Inception
+15.00%
Sharpe
0.47
Sortino
0.69
Max Drawdown
-21.55%
Volatility
15.68%
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
#16 of 44
Top 36%
3Y CAGR
#5 of 38
Top 13%
5Y CAGR
#6 of 28
Top 21%
Sharpe
#19 of 44
Top 43%