1Y
-6.15%
3Y
+7.36%
5Y
-
Since Inception
+10.69%
Sharpe
0.20
Sortino
0.28
Max Drawdown
-18.64%
Volatility
13.60%
Alpha
+1.46%
Beta
0.97
Info Ratio
0.32
Up / Down Capture
101 / 91
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2022-03-30
AUM₹108 Cr (January - March 2026)
Expense ratio (Direct)0.38%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#348 of 356
Top 98%
3Y CAGR
#145 of 201
Top 72%
5Y CAGR
-
Sharpe
#92 of 323
Top 28%