Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Hedged Equity Multifactor Strategy vs Nippon - The 5 Trillion Dollar Opportunity
Motilal Oswal Hedged Equity Multifactor Strategy
Nippon - The 5 Trillion Dollar Opportunity
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Hedged Equity Multifactor Strategy
Nippon - The 5 Trillion Dollar Opportunity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.26%
1.65%
6 Months
0.82%
2.29%
1 Year
0.28%
−0.68%
3 Years
12.21%
11.13%
5 Years
—
11.10%
Since Inception
10.16%
17.68%
Fund Age
4 yrs 5 mo
1 yr 11 mo
AUM
—
—
Alpha – 1 Year
−2.70%
−3.08%
Alpha – 3 Years
0.33%
−0.07%
Information Ratio – 3 Years
-0.01
-0.09
Volatility – 1 Year
7.33%
14.64%
Volatility – 3 Years
16.70%
13.98%
Beta – 1 Year
0.35
0.82
Beta – 3 Years
0.81
0.88
Sharpe Ratio – 1 Year
-0.67
-0.45
Sharpe Ratio – 3 Years
0.45
0.42
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 39% · M 15% · S 42%
Number of Stocks
—
41
Portfolio P/E
—
31.71
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%
ICICI Bank Ltd · 5.16%
Healthcare Global Enterprises Ltd · 4.45%
Mahindra & Mahindra Ltd · 4.40%
Coforge Ltd · 4.25%
Cash & Cash Equivalent · 3.80%
Top Sectors
—
Financial Services · 35.44%
Automobile and Auto Components · 11.39%
Healthcare · 9.90%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—