1Y
-0.06%
3Y
-
5Y
-
Since Inception
+3.79%
Sharpe
0.25
Sortino
0.44
Max Drawdown
-38.18%
Volatility
39.42%
Alpha
+25.22%
provisional: short history
Beta
1.91
provisional: short history
Info Ratio
0.58
provisional: short history
Up / Down Capture
237 / 137
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-07-09
AUM₹4.0K Cr (January - March 2026)
Expense ratio (Direct)0.52%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#162 of 325
Top 50%
3Y CAGR
-
5Y CAGR
-
Sharpe
#115 of 293
Top 39%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.