Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Hedged Equity Multifactor Strategy vs NEXUS EQUITY GROWTH FUND SCH 1
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Hedged Equity Multifactor Strategy
NEXUS EQUITY GROWTH FUND SCH 1
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.26%
1.48%
6 Months
0.82%
19.10%
1 Year
0.28%
17.77%
3 Years
12.21%
—
5 Years
—
—
Since Inception
10.16%
28.53%
Fund Age
4 yrs 5 mo
19 mo
AUM
—
₹332.12 Cr
Alpha – 1 Year
−2.70%
13.25%
Alpha – 3 Years
0.33%
—
Information Ratio – 3 Years
-0.01
—
Volatility – 1 Year
7.33%
23.73%
Volatility – 3 Years
16.70%
—
Beta – 1 Year
0.35
0.97
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
-0.67
0.57
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
12.21%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.78%
−13.24%
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
—
—
Market-Cap Mix
L 37% · M 27% · S 24%
S 61%
Number of Stocks
—
50
Portfolio P/E
—
28.50
Top 5 Holdings
Ajanta Pharma Ltd · 4.20%
Cummins India Ltd · 4.10%
Eicher Motors Ltd · 3.90%
Marico Ltd · 3.90%
Torrent Pharmaceuticals Ltd · 3.90%
Vadilal Industries Ltd · 4.50%
Borana Weaves Ltd · 4.33%
Manorama Industries Ltd · 4.07%
Acutaas Chemicals Ltd · 3.97%
Rajesh Power Services Ltd · 3.59%
Top Sectors
—
Fast Moving Consumer Goods · 12.77%
Capital Goods · 11.22%
Automobile and Auto Components · 7.25%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—