1Y
-1.72%
3Y
+8.30%
5Y
+10.03%
Since Inception
+11.78%
Sharpe
0.29
Sortino
0.42
Max Drawdown
-20.71%
Volatility
16.67%
Alpha
-1.49%
Beta
1.04
Info Ratio
-0.17
Up / Down Capture
92 / 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
#183 of 325
Top 56%
3Y CAGR
#85 of 188
Top 45%
5Y CAGR
#20 of 46
Top 43%
Sharpe
#98 of 293
Top 33%