Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Hedged Equity Multifactor Strategy vs Taksh India Enterprising Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Hedged Equity Multifactor Strategy
Taksh India Enterprising 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%
6.14%
6 Months
0.82%
25.35%
1 Year
0.28%
19.51%
3 Years
12.21%
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5 Years
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Since Inception
10.16%
10.22%
Fund Age
4 yrs 5 mo
1 yr 11 mo
AUM
—
₹553.62 Cr
Alpha – 1 Year
−2.70%
16.14%
Alpha – 3 Years
0.33%
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Information Ratio – 3 Years
-0.01
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Volatility – 1 Year
7.33%
16.04%
Volatility – 3 Years
16.70%
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Beta – 1 Year
0.35
1.04
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
-0.67
1.14
Sharpe Ratio – 3 Years
0.45
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Worst Rolling Year
12.21%
-6.05%
Value at Worst Rolling Year
₹1.12 Cr
₹0.94 Cr
Deepest Drawdown
−26.78%
−12.78%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
70.47%
Median Rolling Year
16.77%
3.97%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 27% · S 24%
L 40% · M 18% · S 41%
Number of Stocks
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25
Portfolio P/E
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48.00
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%
Rubicon Research Ltd · 7.76%
Bajaj Finance Ltd · 7.67%
Divis Laboratories Ltd · 6.48%
Eternal Ltd · 6.34%
Steelcast Ltd · 6.21%
Top Sectors
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Automobile and Auto Components · 23.80%
Financial Services · 17.67%
Healthcare · 17.29%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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