Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Hedged Equity Multifactor Strategy vs Samvitti Capital Alpha Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Hedged Equity Multifactor Strategy
Samvitti Capital Alpha 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%
−1.93%
6 Months
0.82%
24.74%
1 Year
0.28%
9.95%
3 Years
12.21%
13.72%
5 Years
—
13.73%
Since Inception
10.16%
12.27%
Fund Age
4 yrs 5 mo
10 yrs 8 mo
AUM
—
₹226.03 Cr
Alpha – 1 Year
−2.70%
8.00%
Alpha – 3 Years
0.33%
3.06%
Information Ratio – 3 Years
-0.01
0.24
Volatility – 1 Year
7.33%
26.09%
Volatility – 3 Years
16.70%
24.92%
Beta – 1 Year
0.35
1.14
Beta – 3 Years
0.81
1.19
Sharpe Ratio – 1 Year
-0.67
0.27
Sharpe Ratio – 3 Years
0.45
0.42
Worst Rolling Year
12.21%
-11.97%
Value at Worst Rolling Year
₹1.12 Cr
₹0.88 Cr
Deepest Drawdown
−26.78%
−33.71%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
79.93%
Median Rolling Year
16.77%
14.39%
5-Year Rolling Windows Positive
—
95.65%
Market-Cap Mix
L 37% · M 27% · S 24%
L 5% · M 3% · S 93%
Number of Stocks
—
59
Portfolio P/E
—
88.80
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%
MTAR Technologies Ltd · 3.40%
Syrma SGS Technology Ltd · 3.30%
GE Power India Ltd · 3.10%
TD Power Systems Ltd · 2.90%
GNG Electronics Ltd · 2.60%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%