Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.09%
−0.26%
6 Months
12.77%
0.82%
1 Year
16.87%
0.28%
3 Years
26.82%
12.21%
5 Years
20.86%
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Since Inception
22.48%
10.16%
Fund Age
7 yrs 2 mo
4 yrs 5 mo
AUM
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Alpha – 1 Year
15.35%
−2.70%
Alpha – 3 Years
16.73%
0.33%
Information Ratio – 3 Years
1.48
-0.01
Volatility – 1 Year
19.51%
7.33%
Volatility – 3 Years
18.47%
16.70%
Beta – 1 Year
1.09
0.35
Beta – 3 Years
1.08
0.81
Sharpe Ratio – 1 Year
0.62
-0.67
Sharpe Ratio – 3 Years
1.03
0.45
Worst Rolling Year
11.32%
12.21%
Value at Worst Rolling Year
₹1.11 Cr
₹1.12 Cr
Deepest Drawdown
−16.69%
−26.78%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.67%
16.77%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 30% · M 42% · S 28%
L 37% · M 27% · S 24%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
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
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Exit Load (Y1 / Y2 / Y3)
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