1Y
-0.85%
3Y
+10.20%
5Y
+8.22%
Since Inception
+11.55%
Sharpe
0.24
Sortino
0.35
Max Drawdown
-16.57%
Volatility
13.50%
Alpha
-0.07%
Beta
1.00
Info Ratio
-0.41
Up / Down Capture
100 / 100
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹845 Cr (January - March 2026)
Expense ratio (Direct)0.14%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#277 of 356
Top 78%
3Y CAGR
#69 of 201
Top 34%
5Y CAGR
#29 of 56
Top 52%
Sharpe
#73 of 323
Top 23%