1Y
-7.11%
3Y
+12.46%
5Y
-
Since Inception
+10.02%
Sharpe
0.30
Sortino
0.42
Max Drawdown
-31.65%
Volatility
19.94%
Alpha
+4.65%
Beta
1.25
Info Ratio
0.50
Up / Down Capture
149 / 145
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2022-02-16
AUM₹937 Cr (January - March 2026)
Expense ratio (Direct)0.33%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#280 of 325
Top 86%
3Y CAGR
#51 of 188
Top 27%
5Y CAGR
-
Sharpe
#95 of 293
Top 32%