1Y
-0.11%
3Y
+18.59%
5Y
+20.42%
Since Inception
+25.23%
Sharpe
1.01
Sortino
1.65
Max Drawdown
-28.86%
Volatility
17.89%
Alpha
+0.17%
Beta
0.93
Info Ratio
-0.06
Up / Down Capture
94 / 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
#32 of 32
Top 100%
3Y CAGR
#8 of 30
Top 27%
5Y CAGR
#1 of 22
Top 5%
Sharpe
#2 of 32
Top 6%