Alternative Investment Funds (AIF)Compare Schemes
MNCL Capital Compounder Fund 1 vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
MNCL Capital Compounder Fund 1
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
−0.26%
6 Months
13.30%
0.82%
1 Year
7.90%
0.28%
3 Years
10.33%
12.21%
5 Years
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Since Inception
13.50%
10.16%
Fund Age
4 yrs
4 yrs 5 mo
AUM
₹116.6 Cr
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Alpha – 1 Year
2.60%
−2.70%
Alpha – 3 Years
−2.21%
0.33%
Information Ratio – 3 Years
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-0.01
Volatility – 1 Year
21.27%
7.33%
Volatility – 3 Years
17.50%
16.70%
Beta – 1 Year
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0.35
Beta – 3 Years
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0.81
Sharpe Ratio – 1 Year
0.20
-0.67
Sharpe Ratio – 3 Years
0.35
0.45
Worst Rolling Year
8.76%
12.21%
Value at Worst Rolling Year
₹1.09 Cr
₹1.12 Cr
Deepest Drawdown
−21.82%
−26.78%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.67%
16.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 19% · S 78%
L 37% · M 27% · S 24%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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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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