1Y
-1.02%
3Y
+10.15%
5Y
+9.04%
Since Inception
+12.78%
Sharpe
0.47
Sortino
0.72
Max Drawdown
-18.62%
Volatility
14.36%
Alpha
+3.62%
Beta
1.08
Info Ratio
0.97
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
#264 of 352
Top 75%
3Y CAGR
#54 of 196
Top 28%
5Y CAGR
#20 of 49
Top 41%
Sharpe
#58 of 316
Top 18%