1Y
-6.30%
3Y
-
5Y
-
Since Inception
-12.43%
Sharpe
-0.67
Sortino
-0.81
Max Drawdown
-31.62%
Volatility
23.53%
Alpha
-2.32%
provisional: short history
Beta
1.30
provisional: short history
Info Ratio
-0.41
provisional: short history
Up / Down Capture
143 / 162
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-09-30
AUM₹721 Cr (January - March 2026)
Expense ratio (Direct)0.46%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#255 of 325
Top 78%
3Y CAGR
-
5Y CAGR
-
Sharpe
#282 of 293
Top 96%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.