1Y
+2.18%
3Y
+14.62%
5Y
+14.24%
Since Inception
+18.73%
Sharpe
0.60
Sortino
0.94
Max Drawdown
-21.19%
Volatility
16.84%
Alpha
+10.18%
Beta
1.15
Info Ratio
1.14
Up / Down Capture
142 / 93
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹3.0K Cr (January - March 2026)
Expense ratio (Direct)0.29%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#210 of 356
Top 59%
3Y CAGR
#28 of 201
Top 14%
5Y CAGR
#3 of 56
Top 5%
Sharpe
#9 of 323
Top 3%