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Hedged Equity Multi Factor Strategy - Motilal Oswal Asset Management Company Ltd

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Hedged Equity Multi Factor Strategy - Motilal Oswal Asset Management Company Ltd

Benchmark

NIFTY 500 TRI

Inception Date

Feb 2022

Min. Investment

1,00,00,000

AUM (Cr.)

UNDISC

Investment Performance

Investment Details

To create a focused portfolio on the principles of ‘Factor Investing’.The equity portfolio shall be constructed using a ‘Multi factor’ investment framework that seeks to capture the premia from the factors like ‘ Quality’, ‘Value’ and ‘Momentum’. ‘Moreover, the scheme shall take long/short positions in index derivatives to protect against steep downside events by following a cost-efficient hedging strategy.

Top 5 Holdings

Top 5 Holdings

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Top 5 Sectors

Top 5 Sectors

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Portfolio Characteristics

Portfolio Characteristics

Total Number of Stocks0
Top 5 Stocks %0.00%
Top 5 Sectors %0.00%
Average Market CapUNDISC.
Portfolio Age3 Yrs, 0 Months
SIPNot Available
STPNot Available

Portfolio Composition

Portfolio Composition

Trailing Returns

Investment Approach Trailing Returns %

Investment ApproachBenchmark
Since Inception11.70%11.10%
1 Month-8.85%-7.79%
1 Year-10.55%-0.08%
2 Year23.47%18.15%
3 Months-16.19%-12.20%
3 Year12.44%12.71%
6 Months-26.76%-15.96%
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