Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
10%
15%
20%
25%
Nifty 500 · 13.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
0.45%
6 Months
6.80%
16.54%
1 Year
2.38%
4.93%
3 Years
13.18%
20.02%
5 Years
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Since Inception
14.39%
24.01%
Fund Age
4 yrs 7 mo
3 yrs 5 mo
AUM
₹196.51 Cr
₹1,778.6 Cr
Alpha – 1 Year
−1.17%
1.95%
Alpha – 3 Years
−0.04%
8.14%
Information Ratio – 3 Years
-0.04
0.49
Volatility – 1 Year
16.17%
17.28%
Volatility – 3 Years
16.05%
21.44%
Beta – 1 Year
0.85
0.84
Beta – 3 Years
0.91
1.05
Sharpe Ratio – 1 Year
-0.11
-0.21
Sharpe Ratio – 3 Years
0.52
0.67
Worst Rolling Year
12.74%
20.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.20 Cr
Deepest Drawdown
−19.54%
−26.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
22.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 30% · S 23%
L 27% · M 38% · S 35%
Number of Stocks
31
27
Portfolio P/E
40.67
48.87
Top 5 Holdings
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 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 · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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