Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Hedged Equity Multifactor Strategy vs RATIONAL EQUITY SCHEME - 2
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Hedged Equity Multifactor Strategy
RATIONAL EQUITY SCHEME - 2
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%
4.14%
6 Months
0.82%
12.88%
1 Year
0.28%
0.59%
3 Years
12.21%
—
5 Years
—
—
Since Inception
10.16%
6.12%
Fund Age
4 yrs 5 mo
14 mo
AUM
—
₹29 Cr
Alpha – 1 Year
−2.70%
−2.78%
Alpha – 3 Years
0.33%
—
Information Ratio – 3 Years
-0.01
—
Volatility – 1 Year
7.33%
23.29%
Volatility – 3 Years
16.70%
—
Beta – 1 Year
0.35
1.16
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
-0.67
-0.11
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
12.21%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.78%
−18.39%
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 100%
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%
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Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
20% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%