Portfolio Management Services (PMS)Compare Schemes
ASK - FOP vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
ASK - FOP
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
0.25%
6 Months
−7.28%
15.19%
1 Year
1.15%
3.21%
3 Years
9.13%
19.65%
5 Years
7.36%
—
Since Inception
8.07%
25.09%
Fund Age
8 yrs 1 mo
3 yrs 5 mo
AUM
₹172.71 Cr
₹4,148.34 Cr
Alpha – 1 Year
1.58%
0.23%
Alpha – 3 Years
0.57%
7.77%
Information Ratio – 3 Years
0.09
0.62
Volatility – 1 Year
24.79%
21.54%
Volatility – 3 Years
18.71%
22.15%
Beta – 1 Year
1.50
1.06
Beta – 3 Years
1.16
1.15
Sharpe Ratio – 1 Year
-0.05
-0.01
Sharpe Ratio – 3 Years
0.27
0.68
Worst Rolling Year
0.74%
19.49%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−19.52%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
10.27%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 17% · S 30%
L 26% · M 35% · S 37%
Number of Stocks
23
26
Portfolio P/E
21.42
55.82
Top 5 Holdings
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
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 · 99.31%
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%