1Y
-8.96%
3Y
+17.52%
5Y
+11.57%
Since Inception
+12.46%
Sharpe
0.46
Sortino
0.68
Max Drawdown
-21.55%
Volatility
15.74%
Alpha
+5.28%
Beta
0.95
Info Ratio
0.53
Up / Down Capture
109 / 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
#39 of 41
Top 95%
3Y CAGR
#5 of 35
Top 14%
5Y CAGR
#14 of 25
Top 56%
Sharpe
#26 of 40
Top 65%