Dynamic Allocation Strategy

Hybrid

Motilal Oswal Asset Management Company Limited - Portfolio Managers

1 Month

+0.36%

6 Months

+10.73%

1 Year

+18.68%

3 Years

+9.31%

5 Years

+9.57%

Since Inception

+8.44%

AUM

₹4 Cr

Risk & Performance (vs NIFTY 500)

Volatility

7.08%

Sharpe Ratio

1.99

Sortino Ratio

2.86

Max Drawdown

-2.43%

Beta

0.46

Alpha

+3.28%

Information Ratio

-1.03

Tracking Error

7.78%

Calmar Ratio

8.68

Up Capture

58.2%

Down Capture

0.5%

Win Rate

80.0%

Best Month

+6.10%

Worst Month

-2.43%