1Y
-1.40%
3Y
-
5Y
-
Since Inception
+7.80%
Sharpe
0.17
Sortino
0.24
Max Drawdown
-26.18%
Volatility
23.85%
Alpha
+10.25%
provisional: short history
Beta
1.14
provisional: short history
Info Ratio
0.59
provisional: short history
Up / Down Capture
137 / 93
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-08-14
AUM₹192 Cr (January - March 2026)
Expense ratio (Direct)1.05%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#180 of 238
Top 76%
3Y CAGR
-
5Y CAGR
-
Sharpe
#187 of 237
Top 79%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.