1Y
-0.60%
3Y
+9.83%
5Y
-
Since Inception
+9.97%
Sharpe
0.30
Sortino
0.43
Max Drawdown
-31.65%
Volatility
19.47%
Alpha
+4.71%
Beta
1.25
Info Ratio
0.49
Up / Down Capture
150 / 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
#251 of 352
Top 71%
3Y CAGR
#57 of 196
Top 29%
5Y CAGR
-
Sharpe
#118 of 316
Top 37%