Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
0.45%
6 Months
15.47%
16.54%
1 Year
3.91%
4.93%
3 Years
—
20.02%
5 Years
—
—
Since Inception
50.76%
24.01%
Fund Age
3 yrs
3 yrs 5 mo
AUM
₹538 Cr
₹1,778.6 Cr
Alpha – 1 Year
−3.73%
1.95%
Alpha – 3 Years
—
8.14%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
25.22%
17.28%
Volatility – 3 Years
26.92%
21.44%
Beta – 1 Year
0.97
0.84
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.05
-0.21
Sharpe Ratio – 3 Years
1.48
0.67
Worst Rolling Year
50.56%
20.04%
Value at Worst Rolling Year
₹1.51 Cr
₹1.20 Cr
Deepest Drawdown
−22.57%
−26.50%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
50.56%
22.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 27% · M 38% · S 35%
Number of Stocks
74
27
Portfolio P/E
—
48.87
Top 5 Holdings
Monolithisch India Ltd · 4.05%
Wockhardt Ltd · 3.88%
Steel Strips Wheels Ltd · 3.66%
Greaves Cotton Ltd · 3.55%
Bai-Kakaji Polymers Ltd · 2.62%
Eternal Ltd · 5.30%
Ather Energy Ltd · 4.94%
One 97 Communications Ltd · 4.92%
PTC Industries Ltd · 4.77%
Shriram Finance Ltd · 4.55%
Top Sectors
—
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
—
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
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