1Y
+1.43%
3Y
-
5Y
-
Since Inception
+7.06%
Sharpe
-0.07
Sortino
-0.09
Max Drawdown
-26.34%
Volatility
23.26%
Alpha
+8.81%
provisional: short history
Beta
1.14
provisional: short history
Info Ratio
0.50
provisional: short history
Up / Down Capture
133 / 96
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-08-14
AUM₹484 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#166 of 242
Top 69%
3Y CAGR
-
5Y CAGR
-
Sharpe
#193 of 242
Top 80%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.