1Y
+5.37%
3Y
+14.67%
5Y
+15.23%
Since Inception
+19.05%
Sharpe
0.77
Sortino
1.23
Max Drawdown
-21.19%
Volatility
16.53%
Alpha
+10.18%
Beta
1.15
Info Ratio
1.14
Up / Down Capture
142 / 93
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹3.0K Cr (January - March 2026)
Expense ratio (Direct)0.29%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#138 of 352
Top 39%
3Y CAGR
#28 of 196
Top 14%
5Y CAGR
#2 of 49
Top 4%
Sharpe
#8 of 316
Top 3%