Value Migration Strategy

Equity

Motilal Oswal Asset Management Company Limited - Portfolio Managers

1 Month

-5.09%

6 Months

+19.38%

1 Year

-1.38%

3 Years

+15.69%

5 Years

+13.16%

Since Inception

+18.72%

AUM

₹3.1K Cr

Risk & Performance (vs NIFTY 500)

Volatility

19.92%

Sharpe Ratio

0.71

Sortino Ratio

0.58

Max Drawdown

-23.65%

Beta

1.10

Alpha

+7.98%

Information Ratio

0.74

Tracking Error

11.19%

Calmar Ratio

0.90

Up Capture

124.8%

Down Capture

88.8%

Win Rate

73.8%

Best Month

+15.56%

Worst Month

-14.32%