1Y
+2.05%
3Y
+18.31%
5Y
+19.15%
Since Inception
+25.36%
Sharpe
0.86
Sortino
1.36
Max Drawdown
-28.86%
Volatility
18.17%
Alpha
+0.17%
Beta
0.93
Info Ratio
-0.06
Up / Down Capture
94 / 90
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹34.4K Cr (January - March 2026)
Expense ratio (Direct)1.18%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#29 of 32
Top 91%
3Y CAGR
#7 of 30
Top 23%
5Y CAGR
#1 of 22
Top 5%
Sharpe
#1 of 32
Top 3%