1Y
+9.90%
3Y
-
5Y
-
Since Inception
+4.53%
Sharpe
0.14
Sortino
0.23
Max Drawdown
-38.18%
Volatility
36.30%
Alpha
+25.36%
provisional: short history
Beta
1.91
provisional: short history
Info Ratio
0.62
provisional: short history
Up / Down Capture
240 / 137
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-07-09
AUM₹4.0K Cr (January - March 2026)
Expense ratio (Direct)0.52%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#15 of 356
Top 4%
3Y CAGR
-
5Y CAGR
-
Sharpe
#111 of 323
Top 34%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.