1Y
+5.08%
3Y
+10.76%
5Y
+8.98%
Since Inception
+10.25%
Sharpe
0.27
Sortino
0.41
Max Drawdown
-31.25%
Volatility
17.10%
Alpha
-1.68%
Beta
1.06
Info Ratio
-0.13
Up / Down Capture
101 / 110
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹1.4K Cr (January - March 2026)
Expense ratio (Direct)1.06%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#2 of 29
Top 7%
3Y CAGR
#23 of 26
Top 88%
5Y CAGR
#20 of 22
Top 91%
Sharpe
#24 of 29
Top 83%