Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
−0.26%
6 Months
15.47%
0.82%
1 Year
3.91%
0.28%
3 Years
—
12.21%
5 Years
—
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Since Inception
50.76%
10.16%
Fund Age
3 yrs
4 yrs 5 mo
AUM
₹538 Cr
—
Alpha – 1 Year
−3.73%
−2.70%
Alpha – 3 Years
—
0.33%
Information Ratio – 3 Years
—
-0.01
Volatility – 1 Year
25.22%
7.33%
Volatility – 3 Years
26.92%
16.70%
Beta – 1 Year
0.97
0.35
Beta – 3 Years
—
0.81
Sharpe Ratio – 1 Year
0.05
-0.67
Sharpe Ratio – 3 Years
1.48
0.45
Worst Rolling Year
50.56%
12.21%
Value at Worst Rolling Year
₹1.51 Cr
₹1.12 Cr
Deepest Drawdown
−22.57%
−26.78%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
50.56%
16.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 37% · M 27% · S 24%
Number of Stocks
74
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Portfolio P/E
—
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Top 5 Holdings
Monolithisch India Ltd · 4.05%
Wockhardt Ltd · 3.88%
Steel Strips Wheels Ltd · 3.66%
Greaves Cotton Ltd · 3.55%
Bai-Kakaji Polymers Ltd · 2.62%
Ajanta Pharma Ltd · 4.20%
Cummins India Ltd · 4.10%
Eicher Motors Ltd · 3.90%
Marico Ltd · 3.90%
Torrent Pharmaceuticals Ltd · 3.90%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
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Exit Load (Y1 / Y2 / Y3)
– / 1% / –
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