1Y
+0.14%
3Y
+17.53%
5Y
+12.26%
Since Inception
+14.95%
Sharpe
0.49
Sortino
0.76
Max Drawdown
-26.40%
Volatility
18.94%
Alpha
+9.08%
Beta
1.29
Info Ratio
0.99
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
#152 of 325
Top 47%
3Y CAGR
#29 of 188
Top 15%
5Y CAGR
#16 of 46
Top 35%
Sharpe
#42 of 293
Top 14%