Alternative Investment Funds (AIF)Compare Schemes
First Water Capital Fund vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
First Water Capital Fund
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 16.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.32%
−0.26%
6 Months
10.08%
0.82%
1 Year
−0.32%
0.28%
3 Years
19.14%
12.21%
5 Years
17.44%
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Since Inception
28.00%
10.16%
Fund Age
5 yrs 11 mo
4 yrs 5 mo
AUM
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Alpha – 1 Year
−5.80%
−2.70%
Alpha – 3 Years
2.20%
0.33%
Information Ratio – 3 Years
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-0.01
Volatility – 1 Year
26.96%
7.33%
Volatility – 3 Years
22.84%
16.70%
Beta – 1 Year
1.13
0.35
Beta – 3 Years
—
0.81
Sharpe Ratio – 1 Year
-0.09
-0.67
Sharpe Ratio – 3 Years
0.65
0.45
Worst Rolling Year
19.14%
12.21%
Value at Worst Rolling Year
₹1.19 Cr
₹1.12 Cr
Deepest Drawdown
−26.90%
−26.78%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.39%
16.77%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 6% · M 12% · S 77%
L 37% · M 27% · S 24%
Number of Stocks
21
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Portfolio P/E
11.90
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Top 5 Holdings
Polyplex Corporation Ltd · 10.68%
Jindal Saw Ltd · 8.23%
KRBL Ltd · 7.92%
Bharat Petroleum Corporation Ltd · 6.18%
NMDC Ltd · 6.10%
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
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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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