1Y
-6.18%
3Y
-
5Y
-
Since Inception
+11.70%
Sharpe
0.30
Sortino
0.47
Max Drawdown
-24.13%
Volatility
22.82%
Alpha
+11.76%
provisional: short history
Beta
1.08
provisional: short history
Info Ratio
0.82
provisional: short history
Up / Down Capture
142 / 90
provisional: short history
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
#28 of 31
Top 90%
3Y CAGR
-
5Y CAGR
-
Sharpe
#24 of 31
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.