1Y
-7.30%
3Y
-
5Y
-
Since Inception
-2.41%
Sharpe
-0.32
Sortino
-0.43
Max Drawdown
-26.72%
Volatility
20.67%
Alpha
-1.61%
provisional: short history
Beta
1.10
provisional: short history
Info Ratio
-0.22
provisional: short history
Up / Down Capture
98 / 108
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-06-10
AUM₹151 Cr (January - March 2026)
Expense ratio (Direct)0.83%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#193 of 225
Top 86%
3Y CAGR
-
5Y CAGR
-
Sharpe
#206 of 225
Top 92%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.