1Y
+1.43%
3Y
+8.02%
5Y
+8.59%
Since Inception
+11.35%
Sharpe
0.34
Sortino
0.51
Max Drawdown
-20.71%
Volatility
16.45%
Alpha
+0.90%
Beta
1.06
Info Ratio
0.12
Up / Down Capture
103 / 97
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹547 Cr (January - March 2026)
Expense ratio (Direct)0.25%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#215 of 352
Top 61%
3Y CAGR
#69 of 196
Top 35%
5Y CAGR
#21 of 49
Top 43%
Sharpe
#91 of 316
Top 29%