1Y
+11.24%
3Y
+17.60%
5Y
-
Since Inception
+22.34%
Sharpe
0.62
Sortino
1.06
Max Drawdown
-29.39%
Volatility
24.53%
Alpha
+12.56%
Beta
1.21
Info Ratio
0.68
Up / Down Capture
154 / 94
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2023-07-11
AUM₹2.3K Cr (January - March 2026)
Expense ratio (Direct)0.57%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#17 of 352
Top 5%
3Y CAGR
#11 of 196
Top 6%
5Y CAGR
-
Sharpe
#27 of 316
Top 9%