1Y
+37.85%
3Y
+26.30%
5Y
+18.41%
Since Inception
+17.68%
Sharpe
0.77
Sortino
1.26
Max Drawdown
-19.91%
Volatility
14.24%
Alpha
-0.02%
vs proxy benchmark
Beta
0.98
vs proxy benchmark
Info Ratio
-0.26
vs proxy benchmark
Up / Down Capture
99 / 99
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹4.1K Cr (January - March 2026)
Expense ratio (Direct)0.58%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#1 of 325
Top 0%
3Y CAGR
#3 of 188
Top 2%
5Y CAGR
#1 of 46
Top 2%
Sharpe
#7 of 293
Top 2%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.