Alternative Investment Funds (AIF)Compare Schemes
D&B - India Opportunities Multicap Fund vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
D&B - India Opportunities Multicap Fund
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Index · 7.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.06%
−0.26%
6 Months
11.89%
0.82%
1 Year
7.39%
0.28%
3 Years
13.60%
12.21%
5 Years
11.50%
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Since Inception
13.94%
10.16%
Fund Age
6 yrs 8 mo
4 yrs 5 mo
AUM
₹134.68 Cr
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Alpha – 1 Year
8.81%
−2.70%
Alpha – 3 Years
5.90%
0.33%
Information Ratio – 3 Years
0.41
-0.01
Volatility – 1 Year
19.90%
7.33%
Volatility – 3 Years
17.79%
16.70%
Beta – 1 Year
1.00
0.35
Beta – 3 Years
1.00
0.81
Sharpe Ratio – 1 Year
0.18
-0.67
Sharpe Ratio – 3 Years
0.47
0.45
Worst Rolling Year
7.35%
12.21%
Value at Worst Rolling Year
₹1.07 Cr
₹1.12 Cr
Deepest Drawdown
−20.98%
−26.78%
Recovery Period
488 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
16.77%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 38% · M 18% · S 37%
L 37% · M 27% · S 24%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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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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