Next Trillion Dollar Opportunity Strategy

Equity

Motilal Oswal Asset Management Company Limited - Portfolio Managers

1 Month

+2.01%

6 Months

+11.08%

1 Year

+12.56%

3 Years

+13.40%

5 Years

+8.69%

Since Inception

+14.28%

AUM

₹4.6K Cr

Risk & Performance (vs NIFTY 500)

Volatility

18.14%

Sharpe Ratio

0.54

Sortino Ratio

0.46

Max Drawdown

-25.13%

Beta

1.09

Alpha

+1.07%

Information Ratio

0.24

Tracking Error

8.75%

Calmar Ratio

0.67

Up Capture

109.4%

Down Capture

103.8%

Win Rate

70.7%

Best Month

+13.18%

Worst Month

-12.30%