1Y
+0.58%
3Y
-
5Y
-
Since Inception
-5.84%
Sharpe
-0.25
Sortino
-0.33
Max Drawdown
-32.37%
Volatility
25.72%
Alpha
-7.99%
provisional: short history
Beta
1.12
provisional: short history
Info Ratio
-0.43
provisional: short history
Up / Down Capture
109 / 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
#226 of 352
Top 64%
3Y CAGR
-
5Y CAGR
-
Sharpe
#256 of 316
Top 81%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.