Alternative Investment Funds (AIF)Compare Schemes
AAA India Equity Fund (AAA AIF - CAT III) vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
AAA India Equity Fund (AAA AIF - CAT III)
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
0.45%
6 Months
3.47%
16.54%
1 Year
1.75%
4.93%
3 Years
13.37%
20.02%
5 Years
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Since Inception
15.09%
24.01%
Fund Age
3 yrs 2 mo
3 yrs 5 mo
AUM
₹565.02 Cr
₹1,778.6 Cr
Alpha – 1 Year
−0.83%
1.95%
Alpha – 3 Years
1.23%
8.14%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
13.85%
17.28%
Volatility – 3 Years
14.55%
21.44%
Beta – 1 Year
0.94
0.84
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.20
-0.21
Sharpe Ratio – 3 Years
0.55
0.67
Worst Rolling Year
12.68%
20.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.20 Cr
Deepest Drawdown
−16.91%
−26.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.95%
22.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 25% · S 20%
L 27% · M 38% · S 35%
Number of Stocks
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27
Portfolio P/E
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48.87
Top 5 Holdings
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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
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Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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