1Y
+8.67%
3Y
+14.05%
5Y
-
Since Inception
+20.00%
Sharpe
0.43
Sortino
0.72
Max Drawdown
-29.39%
Volatility
24.69%
Alpha
+12.56%
Beta
1.21
Info Ratio
0.68
Up / Down Capture
154 / 94
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2023-07-11
AUM₹2.3K Cr (January - March 2026)
Expense ratio (Direct)0.57%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#16 of 356
Top 4%
3Y CAGR
#35 of 201
Top 17%
5Y CAGR
-
Sharpe
#30 of 323
Top 9%