1Y
+18.51%
3Y
-
5Y
-
Since Inception
+12.67%
Sharpe
0.39
Sortino
0.58
Max Drawdown
-17.48%
Volatility
17.76%
Alpha
+9.53%
provisional: short history
Beta
0.73
provisional: short history
Info Ratio
0.71
provisional: short history
Up / Down Capture
99 / 38
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-11-25
AUM₹28 Cr (January - March 2026)
Expense ratio (Direct)0.98%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#7 of 352
Top 2%
3Y CAGR
-
5Y CAGR
-
Sharpe
#80 of 316
Top 25%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.