Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
ASK-EOP
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
1.83%
0.25%
6 Months
−2.22%
15.19%
1 Year
−4.46%
3.21%
3 Years
4.69%
19.65%
5 Years
4.88%
—
Since Inception
9.48%
25.09%
Fund Age
8 yrs 11 mo
3 yrs 5 mo
AUM
₹242.51 Cr
₹4,148.34 Cr
Alpha – 1 Year
−7.44%
0.23%
Alpha – 3 Years
−7.19%
7.77%
Information Ratio – 3 Years
-1.12
0.62
Volatility – 1 Year
16.89%
21.54%
Volatility – 3 Years
18.01%
22.15%
Beta – 1 Year
0.95
1.06
Beta – 3 Years
1.07
1.15
Sharpe Ratio – 1 Year
-0.51
-0.01
Sharpe Ratio – 3 Years
0.04
0.68
Worst Rolling Year
2.18%
19.49%
Value at Worst Rolling Year
₹1.02 Cr
₹1.19 Cr
Deepest Drawdown
−24.10%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
L 26% · M 35% · S 37%
Number of Stocks
34
26
Portfolio P/E
41.30
55.82
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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%