Alternative Investment Funds (AIF)Compare Schemes
Matterhorn India Fund vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
Matterhorn India 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
3.36%
−0.26%
6 Months
10.52%
0.82%
1 Year
4.14%
0.28%
3 Years
—
12.21%
5 Years
—
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Since Inception
17.49%
10.16%
Fund Age
2 yrs 10 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
0.77%
−2.70%
Alpha – 3 Years
—
0.33%
Information Ratio – 3 Years
—
-0.01
Volatility – 1 Year
25.82%
7.33%
Volatility – 3 Years
—
16.70%
Beta – 1 Year
1.40
0.35
Beta – 3 Years
—
0.81
Sharpe Ratio – 1 Year
0.06
-0.67
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
12.21%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−20.99%
−26.78%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 0% · M 16% · S 75%
L 37% · M 27% · S 24%
Number of Stocks
54
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Portfolio P/E
33.41
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Top 5 Holdings
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
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
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
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Fixed Fee
—
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Performance Fee / Plan
15% of profit, above 9%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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