Alternative Investment Funds (AIF)Compare Schemes
Kotak India Renaissance Fund-I vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
Kotak India Renaissance Fund-I
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.52%
−0.26%
6 Months
8.26%
0.82%
1 Year
4.50%
0.28%
3 Years
10.05%
12.21%
5 Years
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Since Inception
10.10%
10.16%
Fund Age
4 yrs 5 mo
4 yrs 5 mo
AUM
₹60.73 Cr
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Alpha – 1 Year
4.93%
−2.70%
Alpha – 3 Years
1.48%
0.33%
Information Ratio – 3 Years
0.19
-0.01
Volatility – 1 Year
15.08%
7.33%
Volatility – 3 Years
14.98%
16.70%
Beta – 1 Year
0.81
0.35
Beta – 3 Years
0.93
0.81
Sharpe Ratio – 1 Year
-0.02
-0.67
Sharpe Ratio – 3 Years
0.35
0.45
Worst Rolling Year
7.06%
12.21%
Value at Worst Rolling Year
₹1.07 Cr
₹1.12 Cr
Deepest Drawdown
−22.08%
−26.78%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
16.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 22% · S 40%
L 37% · M 27% · S 24%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
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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