Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Hedged Equity Multifactor Strategy vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Hedged Equity Multifactor Strategy
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.26%
0.40%
6 Months
0.82%
12.80%
1 Year
0.28%
20.50%
3 Years
12.21%
15.30%
5 Years
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Since Inception
10.16%
15.60%
Fund Age
4 yrs 5 mo
19 mo
AUM
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Alpha – 1 Year
−2.70%
20.90%
Alpha – 3 Years
0.33%
6.80%
Information Ratio – 3 Years
-0.01
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Volatility – 1 Year
7.33%
18.58%
Volatility – 3 Years
16.70%
8.24%
Beta – 1 Year
0.35
1.00
Beta – 3 Years
0.81
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Sharpe Ratio – 1 Year
-0.67
0.75
Sharpe Ratio – 3 Years
0.45
1.72
Worst Rolling Year
12.21%
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Value at Worst Rolling Year
₹1.12 Cr
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Deepest Drawdown
−26.78%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.77%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 27% · S 24%
L 3% · M 24% · S 35%
Number of Stocks
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Portfolio P/E
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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%
Aequs Ltd · 10.50%
Lenskart Solutions Ltd · 9.30%
Kingfa Science & Technology (India) Ltd · 8.70%
Billionbrains Garage Ventures Ltd · 8.40%
Meesho Ltd · 7.20%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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