1Y
-10.98%
3Y
-
5Y
-
Since Inception
-9.41%
Sharpe
-0.46
Sortino
-0.58
Max Drawdown
-32.37%
Volatility
26.70%
Alpha
-4.91%
provisional: short history
Beta
1.14
provisional: short history
Info Ratio
-0.29
provisional: short history
Up / Down Capture
126 / 157
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-11-25
AUM₹35 Cr (January - March 2026)
Expense ratio (Direct)0.66%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#306 of 325
Top 94%
3Y CAGR
-
5Y CAGR
-
Sharpe
#259 of 293
Top 88%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.