Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Hedged Equity Multifactor Strategy vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Hedged Equity Multifactor Strategy
Oculus Capital - Growth 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%
−0.80%
6 Months
0.82%
11.80%
1 Year
0.28%
3.20%
3 Years
12.21%
16.54%
5 Years
—
17.70%
Since Inception
10.16%
17.90%
Fund Age
4 yrs 5 mo
5 yrs
AUM
—
₹1.34 Cr
Alpha – 1 Year
−2.70%
0.82%
Alpha – 3 Years
0.33%
5.33%
Information Ratio – 3 Years
-0.01
0.43
Volatility – 1 Year
7.33%
25.70%
Volatility – 3 Years
16.70%
20.57%
Beta – 1 Year
0.35
1.33
Beta – 3 Years
0.81
1.15
Sharpe Ratio – 1 Year
-0.67
0.02
Sharpe Ratio – 3 Years
0.45
0.57
Worst Rolling Year
12.21%
16.54%
Value at Worst Rolling Year
₹1.12 Cr
₹1.17 Cr
Deepest Drawdown
−26.78%
−21.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.77%
24.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 27% · S 24%
L 14% · M 9% · S 70%
Number of Stocks
—
75
Portfolio P/E
—
28.69
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 · 5.75%
ICICI Bank Ltd · 4.22%
Bajaj Consumer Care Ltd · 4.04%
Pitti Engineering Ltd · 2.58%
Jana Small Finance Bank Ltd · 2.53%
Top Sectors
—
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—