1Y
+12.22%
3Y
-
5Y
-
Since Inception
+8.85%
Sharpe
0.15
Sortino
0.22
Max Drawdown
-17.48%
Volatility
18.81%
Alpha
+7.48%
provisional: short history
Beta
0.72
provisional: short history
Info Ratio
0.59
provisional: short history
Up / Down Capture
87 / 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
#10 of 325
Top 3%
3Y CAGR
-
5Y CAGR
-
Sharpe
#160 of 293
Top 55%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.