Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Hedged Equity Multifactor Strategy vs NIEO 8 (Unlimited India)
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Hedged Equity Multifactor Strategy
NIEO 8 (Unlimited India)
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%
1.46%
6 Months
0.82%
4.35%
1 Year
0.28%
−1.91%
3 Years
12.21%
9.43%
5 Years
—
—
Since Inception
10.16%
15.43%
Fund Age
4 yrs 5 mo
4 yrs 1 mo
AUM
—
—
Alpha – 1 Year
−2.70%
−4.31%
Alpha – 3 Years
0.33%
−1.77%
Information Ratio – 3 Years
-0.01
—
Volatility – 1 Year
7.33%
15.55%
Volatility – 3 Years
16.70%
—
Beta – 1 Year
0.35
0.86
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
-0.67
-0.44
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
12.21%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.78%
—
Recovery Period
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%
L 35% · M 15% · S 44%
Number of Stocks
—
44
Portfolio P/E
—
35.37
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%
Cash & Cash Equivalent · 5.81%
ICICI Bank Ltd · 5.23%
PNB Housing Finance Ltd · 4.22%
Krishna Institute of Medical Sciences Ltd · 4.16%
Edelweiss Financial Services Ltd · 3.72%
Top Sectors
—
Financial Services · 29.88%
Healthcare · 11.18%
Consumer Services · 10.47%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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