Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.67%
−0.26%
6 Months
25.48%
0.82%
1 Year
12.76%
0.28%
3 Years
21.04%
12.21%
5 Years
—
—
Since Inception
23.65%
10.16%
Fund Age
4 yrs 3 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
10.81%
−2.70%
Alpha – 3 Years
10.39%
0.33%
Information Ratio – 3 Years
0.59
-0.01
Volatility – 1 Year
24.72%
7.33%
Volatility – 3 Years
22.61%
16.70%
Beta – 1 Year
1.24
0.35
Beta – 3 Years
1.14
0.81
Sharpe Ratio – 1 Year
0.38
-0.67
Sharpe Ratio – 3 Years
0.65
0.45
Worst Rolling Year
19.92%
12.21%
Value at Worst Rolling Year
₹1.20 Cr
₹1.12 Cr
Deepest Drawdown
−24.89%
−26.78%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.66%
16.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 7% · M 28% · S 64%
L 37% · M 27% · S 24%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Laurus Labs Ltd · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
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
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—