1Y
+5.94%
3Y
+14.05%
5Y
+13.67%
Since Inception
+18.49%
Sharpe
0.59
Sortino
0.94
Max Drawdown
-27.00%
Volatility
20.18%
Alpha
+9.51%
Beta
1.21
Info Ratio
0.67
Up / Down Capture
150 / 111
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹247 Cr (January - March 2026)
Expense ratio (Direct)0.36%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#85 of 352
Top 24%
3Y CAGR
#41 of 196
Top 21%
5Y CAGR
#8 of 49
Top 16%
Sharpe
#31 of 316
Top 10%