1Y
-5.55%
3Y
+17.25%
5Y
+14.01%
Since Inception
+17.62%
Sharpe
0.55
Sortino
0.87
Max Drawdown
-27.00%
Volatility
20.65%
Alpha
+9.25%
Beta
1.21
Info Ratio
0.66
Up / Down Capture
148 / 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
#236 of 325
Top 73%
3Y CAGR
#38 of 188
Top 20%
5Y CAGR
#7 of 46
Top 15%
Sharpe
#34 of 293
Top 12%