Focused Opportunities Strategy

Equity

Motilal Oswal Asset Management Company Limited - Portfolio Managers

1 Month

-5.86%

6 Months

+11.26%

1 Year

+7.52%

3 Years

+17.23%

5 Years

+18.08%

Since Inception

+18.09%

AUM

₹65 Cr

Risk & Performance (vs NIFTY 500)

Volatility

22.84%

Sharpe Ratio

0.85

Sortino Ratio

0.80

Max Drawdown

-22.80%

Beta

1.19

Alpha

+12.69%

Information Ratio

0.90

Tracking Error

14.57%

Calmar Ratio

1.16

Up Capture

134.8%

Down Capture

73.3%

Win Rate

69.0%

Best Month

+17.99%

Worst Month

-12.36%