1Y
+4.16%
3Y
+11.78%
5Y
+12.21%
Since Inception
+17.58%
Sharpe
0.48
Sortino
0.75
Max Drawdown
-27.00%
Volatility
20.22%
Alpha
+9.51%
Beta
1.21
Info Ratio
0.67
Up / Down Capture
150 / 111
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹247 Cr (January - March 2026)
Expense ratio (Direct)0.36%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#167 of 356
Top 47%
3Y CAGR
#60 of 201
Top 30%
5Y CAGR
#10 of 56
Top 18%
Sharpe
#23 of 323
Top 7%