1Y
-1.95%
3Y
-
5Y
-
Since Inception
+5.66%
Sharpe
0.11
Sortino
0.16
Max Drawdown
-26.18%
Volatility
25.29%
Alpha
+11.28%
provisional: short history
Beta
1.15
provisional: short history
Info Ratio
0.64
provisional: short history
Up / Down Capture
140 / 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
#125 of 225
Top 56%
3Y CAGR
-
5Y CAGR
-
Sharpe
#173 of 225
Top 77%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.