1Y
-7.03%
3Y
+8.67%
5Y
+8.96%
Since Inception
+10.55%
Sharpe
0.31
Sortino
0.47
Max Drawdown
-16.57%
Volatility
13.67%
Alpha
-0.17%
Beta
1.00
Info Ratio
-4.72
Up / Down Capture
99 / 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
#270 of 325
Top 83%
3Y CAGR
#68 of 188
Top 36%
5Y CAGR
#25 of 46
Top 54%
Sharpe
#83 of 293
Top 28%