1Y
-12.28%
3Y
+17.03%
5Y
+20.92%
Since Inception
+23.50%
Sharpe
0.90
Sortino
1.45
Max Drawdown
-28.86%
Volatility
18.10%
Alpha
-0.95%
Beta
0.93
Info Ratio
-0.18
Up / Down Capture
91 / 90
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹34.4K Cr (January - March 2026)
Expense ratio (Direct)1.18%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#31 of 31
Top 100%
3Y CAGR
#24 of 29
Top 83%
5Y CAGR
#1 of 22
Top 5%
Sharpe
#6 of 31
Top 19%