1Y
+4.10%
3Y
+11.26%
5Y
+9.29%
Since Inception
+12.04%
Sharpe
0.21
Sortino
0.30
Max Drawdown
-21.09%
Volatility
16.47%
Alpha
+0.17%
Beta
1.06
Info Ratio
0.04
Up / Down Capture
101 / 99
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹109 Cr (January - March 2026)
Expense ratio (Direct)0.25%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#171 of 356
Top 48%
3Y CAGR
#64 of 201
Top 32%
5Y CAGR
#23 of 56
Top 41%
Sharpe
#89 of 323
Top 28%