1Y
+20.34%
3Y
-
5Y
-
Since Inception
+21.52%
Sharpe
0.60
Sortino
0.96
Max Drawdown
-23.69%
Volatility
20.86%
Alpha
+11.30%
Beta
0.89
Info Ratio
1.42
Up / Down Capture
110 / 69
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2023-12-29
AUM₹5.5K Cr (January - March 2026)
Expense ratio (Direct)0.73%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#3 of 32
Top 9%
3Y CAGR
-
5Y CAGR
-
Sharpe
#19 of 32
Top 59%