1Y
-3.06%
3Y
+9.28%
5Y
-
Since Inception
+10.01%
Sharpe
0.18
Sortino
0.25
Max Drawdown
-31.65%
Volatility
19.47%
Alpha
+4.71%
Beta
1.25
Info Ratio
0.49
Up / Down Capture
150 / 145
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2022-02-16
AUM₹937 Cr (January - March 2026)
Expense ratio (Direct)0.33%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#322 of 356
Top 90%
3Y CAGR
#89 of 201
Top 44%
5Y CAGR
-
Sharpe
#100 of 323
Top 31%