Focused Opportunities Strategy

Equity

Motilal Oswal Asset Management Company Limited - Portfolio Managers

1 Month

-1.39%

6 Months

+7.65%

1 Year

+16.08%

3 Years

+20.41%

5 Years

+20.20%

Since Inception

+18.84%

AUM

₹69 Cr

Risk & Performance (vs NIFTY 500)

Volatility

22.69%

Sharpe Ratio

0.99

Sortino Ratio

0.92

Max Drawdown

-22.80%

Beta

1.19

Alpha

+12.88%

Information Ratio

0.91

Tracking Error

14.74%

Calmar Ratio

1.29

Up Capture

134.8%

Down Capture

69.7%

Win Rate

70.7%

Best Month

+17.99%

Worst Month

-12.36%