1Y
+4.91%
3Y
+12.09%
5Y
+10.11%
Since Inception
+12.87%
Sharpe
0.26
Sortino
0.37
Max Drawdown
-20.71%
Volatility
16.47%
Alpha
+0.90%
Beta
1.06
Info Ratio
0.12
Up / Down Capture
103 / 97
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹547 Cr (January - March 2026)
Expense ratio (Direct)0.25%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#137 of 356
Top 38%
3Y CAGR
#56 of 201
Top 28%
5Y CAGR
#21 of 56
Top 38%
Sharpe
#68 of 323
Top 21%