Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Hedged Equity Multifactor Strategy vs SageOne - Flagship Growth OE Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Hedged Equity Multifactor Strategy
SageOne - Flagship Growth OE 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%
−0.30%
6 Months
0.82%
10.30%
1 Year
0.28%
15.90%
3 Years
12.21%
—
5 Years
—
—
Since Inception
10.16%
7.00%
Fund Age
4 yrs 5 mo
1 yr 10 mo
AUM
—
₹1,732 Cr
Alpha – 1 Year
−2.70%
12.90%
Alpha – 3 Years
0.33%
—
Information Ratio – 3 Years
-0.01
—
Volatility – 1 Year
7.33%
22.29%
Volatility – 3 Years
16.70%
—
Beta – 1 Year
0.35
1.39
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
-0.67
0.56
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
12.21%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.78%
−11.45%
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%
L 2% · M 6% · S 76%
Number of Stocks
—
51
Portfolio P/E
—
47.40
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%
APL Apollo Tubes Ltd · 0.00%
Goodluck India Ltd · 0.00%
Goodluck India Ltd · 0.00%
SG Mart Ltd · 0.00%
Allied Blenders & Distillers Ltd · 0.00%
Top Sectors
—
Consumption · 12.00%
Building Materials · 10.00%
Finance · 8.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%