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Bharat Value Fund series VI vs Motilal Oswal Hedged Equity Multifactor Strategy

Bharat Value Fund series VI

Motilal Oswal Hedged Equity Multifactor Strategy

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Growth of ₹1 Crore

Bharat Value Fund series VI

Motilal Oswal Hedged Equity Multifactor Strategy

Return for the risk

3 yrs return

10%

15%

20%

Motilal Oswal Hedged Equity Multifactor Strategy

12.2% • vol 16.7%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

−0.26%

6 Months

—

0.82%

1 Year

—

0.28%

3 Years

—

12.21%

5 Years

—

Since Inception

—

10.16%

Fund Age

—

4 yrs 5 mo

AUM

—

Alpha – 1 Year

—

−2.70%

Alpha – 3 Years

—

0.33%

Information Ratio – 3 Years

—

-0.01

Volatility – 1 Year

—

7.33%

Volatility – 3 Years

—

16.70%

Beta – 1 Year

—

0.35

Beta – 3 Years

—

0.81

Sharpe Ratio – 1 Year

—

-0.67

Sharpe Ratio – 3 Years

—

0.45

Worst Rolling Year

—

12.21%

Value at Worst Rolling Year

—

₹1.12 Cr

Deepest Drawdown

—

−26.78%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

16.77%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 37% · M 27% · S 24%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

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

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Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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