1Y
+10.40%
3Y
-
5Y
-
Since Inception
+19.24%
Sharpe
0.61
Sortino
0.99
Max Drawdown
-24.13%
Volatility
22.23%
Alpha
+12.58%
Beta
1.08
Info Ratio
0.89
Up / Down Capture
147 / 90
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-06-21
AUM₹4.0K Cr (January - March 2026)
Expense ratio (Direct)1.12%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#7 of 32
Top 22%
3Y CAGR
-
5Y CAGR
-
Sharpe
#17 of 32
Top 53%