1Y
+0.61%
3Y
+20.00%
5Y
-
Since Inception
+26.29%
Sharpe
0.79
Sortino
1.31
Max Drawdown
-21.81%
Volatility
20.89%
Alpha
+17.38%
Beta
1.36
Info Ratio
1.35
Up / Down Capture
179 / 99
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2022-08-26
AUM₹1.5K Cr (January - March 2026)
Expense ratio (Direct)0.60%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#256 of 356
Top 72%
3Y CAGR
#6 of 201
Top 3%
5Y CAGR
-
Sharpe
#3 of 323
Top 1%