Alternative Investment Funds (AIF)Compare Schemes
IKIGAI Small Cap Fund vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
IKIGAI Small Cap 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
5.04%
−0.26%
6 Months
—
0.82%
1 Year
—
0.28%
3 Years
—
12.21%
5 Years
—
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Since Inception
27.03%
10.16%
Fund Age
5 mo
4 yrs 5 mo
AUM
₹3,837 Cr
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Alpha – 1 Year
—
−2.70%
Alpha – 3 Years
—
0.33%
Information Ratio – 3 Years
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-0.01
Volatility – 1 Year
—
7.33%
Volatility – 3 Years
—
16.70%
Beta – 1 Year
—
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
—
₹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 6% · M 16% · S 76%
L 37% · M 27% · S 24%
Number of Stocks
48
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Portfolio P/E
28.00
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Top 5 Holdings
Other Equities · 9.83%
Cash & Cash Equivalent · 8.70%
Kajaria Ceramics Ltd · 3.85%
ALKYL AMINES CHEMICALS LTD · 3.80%
AIA ENGINEERING LTD · 3.17%
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 · 12.03%
Chemicals · 11.26%
Capital Goods · 11.06%
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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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