1Y
+25.73%
3Y
+15.53%
5Y
+11.21%
Since Inception
+13.31%
Sharpe
0.36
Sortino
0.55
Max Drawdown
-31.25%
Volatility
16.94%
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
#8 of 28
Top 29%
5Y CAGR
#13 of 23
Top 57%
Sharpe
#22 of 29
Top 76%