1Y
+26.47%
3Y
+15.24%
5Y
+10.53%
Since Inception
+13.04%
Sharpe
0.41
Sortino
0.64
Max Drawdown
-31.25%
Volatility
17.12%
Alpha
-0.28%
Beta
1.06
Info Ratio
0.01
Up / Down Capture
105 / 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
#1 of 29
Top 3%
3Y CAGR
#7 of 28
Top 25%
5Y CAGR
#14 of 23
Top 61%
Sharpe
#23 of 29
Top 79%