1Y
+6.70%
3Y
+14.86%
5Y
+14.48%
Since Inception
+19.33%
Sharpe
0.63
Sortino
1.01
Max Drawdown
-26.78%
Volatility
20.20%
Alpha
+10.22%
Beta
1.21
Info Ratio
0.71
Up / Down Capture
152 / 109
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹739 Cr (January - March 2026)
Expense ratio (Direct)0.36%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#42 of 352
Top 12%
3Y CAGR
#26 of 196
Top 13%
5Y CAGR
#5 of 49
Top 10%
Sharpe
#24 of 316
Top 8%