Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Hedged Equity Multifactor Strategy vs Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Motilal Oswal Hedged Equity Multifactor Strategy
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Hedged Equity Multifactor Strategy
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
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%
3.18%
6 Months
0.82%
1.31%
1 Year
0.28%
5.72%
3 Years
12.21%
15.69%
5 Years
—
17.06%
Since Inception
10.16%
18.15%
Fund Age
4 yrs 5 mo
5 yrs 3 mo
AUM
—
₹1,828 Cr
Alpha – 1 Year
−2.70%
6.15%
Alpha – 3 Years
0.33%
7.12%
Information Ratio – 3 Years
-0.01
1.44
Volatility – 1 Year
7.33%
18.93%
Volatility – 3 Years
16.70%
15.01%
Beta – 1 Year
0.35
1.16
Beta – 3 Years
0.81
1.04
Sharpe Ratio – 1 Year
-0.67
0.10
Sharpe Ratio – 3 Years
0.45
0.66
Worst Rolling Year
12.21%
13.67%
Value at Worst Rolling Year
₹1.12 Cr
₹1.14 Cr
Deepest Drawdown
−26.78%
−16.27%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.77%
21.76%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 27% · S 24%
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Number of Stocks
—
—
Portfolio P/E
—
—
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%
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
Top Sectors
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Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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