Alternative Investment Funds (AIF)Compare Schemes
Abakkus Diversified Alpha Fund vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Fund
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.02%
0.45%
6 Months
10.98%
16.54%
1 Year
13.02%
4.93%
3 Years
19.66%
20.02%
5 Years
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Since Inception
20.01%
24.01%
Fund Age
3 yrs 7 mo
3 yrs 5 mo
AUM
₹2,872.26 Cr
₹1,778.6 Cr
Alpha – 1 Year
11.50%
1.95%
Alpha – 3 Years
9.56%
8.14%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
21.45%
17.28%
Volatility – 3 Years
20.58%
21.44%
Beta – 1 Year
1.23
0.84
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.42
-0.21
Sharpe Ratio – 3 Years
0.22
0.67
Worst Rolling Year
—
20.04%
Value at Worst Rolling Year
—
₹1.20 Cr
Deepest Drawdown
−12.48%
−26.50%
Recovery Period
61 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 21% · S 32%
L 27% · M 38% · S 35%
Number of Stocks
32
27
Portfolio P/E
23.83
48.87
Top 5 Holdings
LESS THAN 1% · 5.88%
Cummins India Ltd · 5.38%
Vedanta Aluminium Metal Ltd · 5.22%
Aditya Birla Capital Ltd · 4.61%
Mahindra & Mahindra Ltd · 4.48%
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
Financial Services · 31.08%
Capital Goods · 14.33%
Healthcare · 13.34%
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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