1Y
+1.39%
3Y
+23.95%
5Y
+20.05%
Since Inception
+22.17%
Sharpe
0.81
Sortino
1.33
Max Drawdown
-26.06%
Volatility
18.69%
Alpha
+6.57%
Beta
1.16
Info Ratio
0.77
Up / Down Capture
133 / 114
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹14.8K Cr (January - March 2026)
Expense ratio (Direct)0.86%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#5 of 33
Top 15%
3Y CAGR
#1 of 28
Top 4%
5Y CAGR
#1 of 28
Top 4%
Sharpe
#3 of 33
Top 9%