1Y
-4.86%
3Y
+18.08%
5Y
+14.82%
Since Inception
+18.45%
Sharpe
0.58
Sortino
0.93
Max Drawdown
-26.78%
Volatility
20.66%
Alpha
+9.95%
Beta
1.21
Info Ratio
0.71
Up / Down Capture
150 / 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
#225 of 325
Top 69%
3Y CAGR
#22 of 188
Top 12%
5Y CAGR
#5 of 46
Top 11%
Sharpe
#27 of 293
Top 9%