1Y
+5.66%
3Y
+17.34%
5Y
+11.35%
Since Inception
+15.18%
Sharpe
0.51
Sortino
0.77
Max Drawdown
-26.40%
Volatility
18.48%
Alpha
+8.97%
Beta
1.30
Info Ratio
0.95
Up / Down Capture
152 / 117
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹409 Cr (January - March 2026)
Expense ratio (Direct)0.32%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#117 of 352
Top 33%
3Y CAGR
#17 of 196
Top 9%
5Y CAGR
#12 of 49
Top 24%
Sharpe
#48 of 316
Top 15%