Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Motilal Oswal-Founders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
0.25%
6 Months
−1.27%
15.19%
1 Year
2.67%
3.21%
3 Years
6.64%
19.65%
5 Years
7.83%
—
Since Inception
10.74%
25.09%
Fund Age
8 yrs 1 mo
3 yrs 5 mo
AUM
₹495.64 Cr
₹4,148.34 Cr
Alpha – 1 Year
−0.31%
0.23%
Alpha – 3 Years
−5.24%
7.77%
Information Ratio – 3 Years
-0.72
0.62
Volatility – 1 Year
17.10%
21.54%
Volatility – 3 Years
16.45%
22.15%
Beta – 1 Year
0.95
1.06
Beta – 3 Years
0.97
1.15
Sharpe Ratio – 1 Year
-0.08
-0.01
Sharpe Ratio – 3 Years
0.14
0.68
Worst Rolling Year
6.09%
19.49%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−22.30%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.93%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 31% · S 6%
L 26% · M 35% · S 37%
Number of Stocks
26
26
Portfolio P/E
31.96
55.82
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%