Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Motilal Oswal Hedged Equity Multifactor Strategy
Aditya Birla - India Equity Opportunities Fund
Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
−0.26%
6 Months
6.80%
0.82%
1 Year
2.38%
0.28%
3 Years
13.18%
12.21%
5 Years
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Since Inception
14.39%
10.16%
Fund Age
4 yrs 7 mo
4 yrs 5 mo
AUM
₹196.51 Cr
—
Alpha – 1 Year
−1.17%
−2.70%
Alpha – 3 Years
−0.04%
0.33%
Information Ratio – 3 Years
-0.04
-0.01
Volatility – 1 Year
16.17%
7.33%
Volatility – 3 Years
16.05%
16.70%
Beta – 1 Year
0.85
0.35
Beta – 3 Years
0.91
0.81
Sharpe Ratio – 1 Year
-0.11
-0.67
Sharpe Ratio – 3 Years
0.52
0.45
Worst Rolling Year
12.74%
12.21%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−19.54%
−26.78%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
16.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 30% · S 23%
L 37% · M 27% · S 24%
Number of Stocks
31
—
Portfolio P/E
40.67
—
Top 5 Holdings
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 4.48%
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
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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