Alternative Investment Funds (AIF)Compare Schemes
Girik Multicap Growth Equity Fund II vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
Girik Multicap Growth Equity Fund II
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.66%
−0.26%
6 Months
2.89%
0.82%
1 Year
−0.76%
0.28%
3 Years
13.46%
12.21%
5 Years
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Since Inception
11.57%
10.16%
Fund Age
4 yrs 6 mo
4 yrs 5 mo
AUM
₹209.02 Cr
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Alpha – 1 Year
−0.33%
−2.70%
Alpha – 3 Years
4.89%
0.33%
Information Ratio – 3 Years
0.59
-0.01
Volatility – 1 Year
17.36%
7.33%
Volatility – 3 Years
15.62%
16.70%
Beta – 1 Year
1.02
0.35
Beta – 3 Years
0.95
0.81
Sharpe Ratio – 1 Year
-0.30
-0.67
Sharpe Ratio – 3 Years
0.57
0.45
Worst Rolling Year
13.39%
12.21%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−22.84%
−26.78%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.24%
16.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 38% · M 8% · S 24%
L 37% · M 27% · S 24%
Number of Stocks
21
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Portfolio P/E
40.33
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Top 5 Holdings
Cash & Cash Equivalent · 9.11%
Bajaj Finance Ltd · 4.98%
Larsen & Toubro Ltd · 4.97%
HDFC Asset Management Company Ltd · 4.89%
RBL Bank Ltd · 4.85%
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
Financial Services · 28.54%
Healthcare · 15.97%
Consumer Services · 11.46%
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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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