1Y
+26.19%
3Y
-
5Y
-
Since Inception
+21.27%
Sharpe
0.35
Sortino
0.60
Max Drawdown
-28.66%
Volatility
31.16%
Alpha
+25.66%
provisional: short history
Beta
1.67
provisional: short history
Info Ratio
0.95
provisional: short history
Up / Down Capture
268 / 167
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-12-20
AUM₹341 Cr (January - March 2026)
Expense ratio (Direct)0.58%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#3 of 356
Top 1%
3Y CAGR
-
5Y CAGR
-
Sharpe
#43 of 323
Top 13%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.