1Y
-11.60%
3Y
-
5Y
-
Since Inception
-8.03%
Sharpe
-0.57
Sortino
-0.71
Max Drawdown
-24.33%
Volatility
21.10%
Alpha
-4.85%
provisional: short history
Beta
1.11
provisional: short history
Info Ratio
-0.45
provisional: short history
Up / Down Capture
90 / 119
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-11-25
AUM₹21 Cr (January - March 2026)
Expense ratio (Direct)0.76%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#309 of 325
Top 95%
3Y CAGR
-
5Y CAGR
-
Sharpe
#274 of 293
Top 94%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.