Alternative Investment Funds (AIF)Compare Schemes
Ashmore India Equity Fund vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
Ashmore India Equity 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
3.46%
−0.26%
6 Months
3.37%
0.82%
1 Year
7.57%
0.28%
3 Years
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12.21%
5 Years
—
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Since Inception
10.10%
10.16%
Fund Age
2 yrs 3 mo
4 yrs 5 mo
AUM
—
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Alpha – 1 Year
4.41%
−2.70%
Alpha – 3 Years
—
0.33%
Information Ratio – 3 Years
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-0.01
Volatility – 1 Year
14.23%
7.33%
Volatility – 3 Years
—
16.70%
Beta – 1 Year
0.81
0.35
Beta – 3 Years
—
0.81
Sharpe Ratio – 1 Year
0.20
-0.67
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
12.21%
Value at Worst Rolling Year
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₹1.12 Cr
Deepest Drawdown
−12.22%
−26.78%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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100.00%
Median Rolling Year
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16.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 38% · S 10%
L 37% · M 27% · S 24%
Number of Stocks
29
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Portfolio P/E
35.07
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Top 5 Holdings
HDFC Bank Ltd · 8.86%
Bharti Airtel Ltd · 8.83%
ICICI Bank Ltd · 8.50%
Cash & Cash Equivalent · 5.90%
Multi Commodity Exchange of India Ltd · 5.67%
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 · 33.83%
Healthcare · 11.02%
Automobile and Auto Components · 10.88%
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Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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