Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 1 vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 1
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Index · 19.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
−0.26%
6 Months
10.60%
0.82%
1 Year
55.60%
0.28%
3 Years
27.08%
12.21%
5 Years
—
—
Since Inception
24.03%
10.16%
Fund Age
3 yrs 6 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
19.50%
−2.70%
Alpha – 3 Years
7.95%
0.33%
Information Ratio – 3 Years
—
-0.01
Volatility – 1 Year
18.93%
7.33%
Volatility – 3 Years
15.34%
16.70%
Beta – 1 Year
1.03
0.35
Beta – 3 Years
0.30
0.81
Sharpe Ratio – 1 Year
2.27
-0.67
Sharpe Ratio – 3 Years
1.40
0.45
Worst Rolling Year
21.02%
12.21%
Value at Worst Rolling Year
₹1.21 Cr
₹1.12 Cr
Deepest Drawdown
—
−26.78%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.36%
16.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 37% · M 27% · S 24%
Number of Stocks
—
—
Portfolio P/E
0.00
—
Top 5 Holdings
—
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
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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