1Y
+5.95%
3Y
+17.69%
5Y
+11.53%
Since Inception
+15.30%
Sharpe
0.40
Sortino
0.60
Max Drawdown
-26.40%
Volatility
18.51%
Alpha
+8.97%
Beta
1.30
Info Ratio
0.95
Up / Down Capture
152 / 117
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹409 Cr (January - March 2026)
Expense ratio (Direct)0.32%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#74 of 356
Top 21%
3Y CAGR
#13 of 201
Top 6%
5Y CAGR
#16 of 56
Top 29%
Sharpe
#38 of 323
Top 12%