1Y
+4.90%
3Y
+12.57%
5Y
+13.01%
Since Inception
+18.41%
Sharpe
0.52
Sortino
0.82
Max Drawdown
-26.78%
Volatility
20.23%
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
#139 of 356
Top 39%
3Y CAGR
#48 of 201
Top 24%
5Y CAGR
#6 of 56
Top 11%
Sharpe
#19 of 323
Top 6%