AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Motilal Oswal Hedged Equity Multifactor Strategy
IRRSince inception10.16%
Alpha (3Y)1.55%
3Y return12.21%
Fund age4 yrs 5 mo
Fund Manager
Growth of₹Cr
Motilal Oswal Hedged Equity Multifactor
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Motilal Oswal Hedged Equity Multifactor | −1.85% | 0.28% | −9.82% | 12.21% | — | 10.16% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.88% | — | 11.68% |
| Excess over benchmark | −0.78% | −2.70% | −10.24% | 0.33% | — | −1.52% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
16.70%
Benchmark approx 14.72%
A standard deviation reflecting historical swings.
Sensitivity
0.81
Beta vs benchmark 1.00 · 19% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.45
Sharpe
Excess return gained per unit of volatility.
Capture ratio
92 / 83
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −26.78% from its 29 Sep 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−26.78%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Sep 2024 | 28 Feb 2025 | −26.78% | 152 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak29 Sep 2024
Trough28 Feb 2025
Depth−26.78%
Fell over152 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Asset class
Equity
Market cap
Large cap37.46%
Mid cap27.13%
Small cap24.20%
Cash & others11.21%
As on 31 Jul 2026
Let's start a
conversation
conversation
- Compare this AIF against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.