Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Hedged Equity Multifactor Strategy vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Hedged Equity Multifactor Strategy
Umbrella Blend Fund 2
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%
2.39%
6 Months
0.82%
7.53%
1 Year
0.28%
4.35%
3 Years
12.21%
8.80%
5 Years
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10.81%
Since Inception
10.16%
12.10%
Fund Age
4 yrs 5 mo
5 yrs 1 mo
AUM
—
—
Alpha – 1 Year
−2.70%
1.37%
Alpha – 3 Years
0.33%
−3.09%
Information Ratio – 3 Years
-0.01
-0.44
Volatility – 1 Year
7.33%
16.32%
Volatility – 3 Years
16.70%
14.28%
Beta – 1 Year
0.35
0.89
Beta – 3 Years
0.81
0.88
Sharpe Ratio – 1 Year
-0.67
0.00
Sharpe Ratio – 3 Years
0.45
0.29
Worst Rolling Year
12.21%
7.61%
Value at Worst Rolling Year
₹1.12 Cr
₹1.08 Cr
Deepest Drawdown
−26.78%
−15.88%
Recovery Period
Not yet recovered
103 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.77%
12.31%
5-Year Rolling Windows Positive
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100.00%
Market-Cap Mix
L 37% · M 27% · S 24%
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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%
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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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