Alternative Investment Funds (AIF)Compare Schemes
IKIGAI Emerging Equity Fund vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
IKIGAI Emerging Equity Fund
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.71%
−0.26%
6 Months
17.35%
0.82%
1 Year
18.21%
0.28%
3 Years
—
12.21%
5 Years
—
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Since Inception
7.53%
10.16%
Fund Age
2 yrs 2 mo
4 yrs 5 mo
AUM
₹3,837 Cr
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Alpha – 1 Year
5.60%
−2.70%
Alpha – 3 Years
—
0.33%
Information Ratio – 3 Years
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-0.01
Volatility – 1 Year
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7.33%
Volatility – 3 Years
—
16.70%
Beta – 1 Year
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0.35
Beta – 3 Years
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0.81
Sharpe Ratio – 1 Year
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-0.67
Sharpe Ratio – 3 Years
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0.45
Worst Rolling Year
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12.21%
Value at Worst Rolling Year
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₹1.12 Cr
Deepest Drawdown
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−26.78%
Recovery Period
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Not yet recovered
1-Year Rolling Windows Positive
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100.00%
Median Rolling Year
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16.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 44% · S 45%
L 37% · M 27% · S 24%
Number of Stocks
52
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Portfolio P/E
27.00
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Top 5 Holdings
Happy Forgings Ltd · 4.85%
ALKYL AMINES CHEMICALS LTD · 3.91%
VST Tillers Tractors Ltd · 3.91%
Kajaria Ceramics Ltd · 3.88%
Century Plyboards India Ltd · 3.63%
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
Capital Goods · 16.23%
Financial Services · 14.97%
Chemicals · 13.87%
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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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