1Y
+1.19%
3Y
+12.06%
5Y
+9.83%
Since Inception
+13.51%
Sharpe
0.36
Sortino
0.53
Max Drawdown
-18.62%
Volatility
14.47%
Alpha
+3.62%
Beta
1.08
Info Ratio
0.97
Up / Down Capture
118 / 103
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹2.8K Cr (January - March 2026)
Expense ratio (Direct)0.20%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#238 of 356
Top 67%
3Y CAGR
#57 of 201
Top 28%
5Y CAGR
#22 of 56
Top 39%
Sharpe
#42 of 323
Top 13%