Next Trillion Dollar Opportunity Strategy

Equity

Motilal Oswal Asset Management Company Limited - Portfolio Managers

1 Month

-6.60%

6 Months

+15.98%

1 Year

+3.12%

3 Years

+10.10%

5 Years

+6.42%

Since Inception

+13.81%

AUM

₹4.2K Cr

Risk & Performance (vs NIFTY 500)

Volatility

18.42%

Sharpe Ratio

0.38

Sortino Ratio

0.33

Max Drawdown

-25.13%

Beta

1.09

Alpha

+0.96%

Information Ratio

0.22

Tracking Error

8.65%

Calmar Ratio

0.56

Up Capture

109.4%

Down Capture

104.9%

Win Rate

69.0%

Best Month

+13.18%

Worst Month

-12.30%