Inception Date | 28 Apr 2014 |
Category | Equity Multi Cap |
Type | Open Ended Fund |
Benchmark | Multi Cap Peer Index |
Category Rank | 5 th in Multi Cap Equity |
Formerly known as Motilal Oswal MOSt Focused Multicap 35 Fund | |
Min Investment Amount | ₹5,000 |
Min SIP Investment | ₹500 |
Alpha | -0.4 |
Expense Ratio | 1.4% |
Sharpe Ratio | 0.7 |
Information Ratio | -1.9 |
Exit Load | 0-1 Years (1%),1 Years and above(NIL) |
Note: Data shown as on : 31 Jul 2023
(Compounded Annualised)
Return1 Year | 3 Year | 5 Year | Since Inception |
11.4% | 12.8% | 6.2% | 15.0% |
Past Return (Absolute)
2022 | 2021 | 2020 | 2019 | 2018 |
-3.0% | 15.3% | 10.3% | 7.9% | -7.8% |
Investors understand that their principal will be at Moderately High risk