1Y
-4.46%
3Y
+12.41%
5Y
+10.99%
Since Inception
+12.97%
Sharpe
0.46
Sortino
0.69
Max Drawdown
-18.62%
Volatility
14.71%
Alpha
+3.65%
Beta
1.08
Info Ratio
0.99
Up / Down Capture
118 / 103
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹2.8K Cr (January - March 2026)
Expense ratio (Direct)0.20%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#211 of 325
Top 65%
3Y CAGR
#52 of 188
Top 28%
5Y CAGR
#18 of 46
Top 39%
Sharpe
#51 of 293
Top 17%