1Y
-0.06%
3Y
+19.76%
5Y
+16.74%
Since Inception
+19.43%
Sharpe
0.76
Sortino
1.21
Max Drawdown
-21.19%
Volatility
16.94%
Alpha
+11.03%
Beta
1.16
Info Ratio
1.25
Up / Down Capture
145 / 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
#161 of 325
Top 50%
3Y CAGR
#12 of 188
Top 6%
5Y CAGR
#2 of 46
Top 4%
Sharpe
#8 of 293
Top 3%