Value Migration Strategy

Equity

Motilal Oswal Asset Management Company Limited - Portfolio Managers

1 Month

+4.44%

6 Months

+15.68%

1 Year

+6.10%

3 Years

+18.09%

5 Years

+14.53%

Since Inception

+19.05%

AUM

₹3.3K Cr

Risk & Performance (vs NIFTY 500)

Volatility

19.80%

Sharpe Ratio

0.84

Sortino Ratio

0.67

Max Drawdown

-23.65%

Beta

1.11

Alpha

+7.76%

Information Ratio

0.73

Tracking Error

11.33%

Calmar Ratio

1.00

Up Capture

124.8%

Down Capture

89.1%

Win Rate

75.6%

Best Month

+15.56%

Worst Month

-14.32%