Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
ASK - Growth
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
2.48%
0.25%
6 Months
−4.38%
15.19%
1 Year
−4.58%
3.21%
3 Years
4.80%
19.65%
5 Years
3.85%
—
Since Inception
17.02%
25.09%
Fund Age
25 yrs 6 mo
3 yrs 5 mo
AUM
₹724.64 Cr
₹4,148.34 Cr
Alpha – 1 Year
−7.56%
0.23%
Alpha – 3 Years
−7.08%
7.77%
Information Ratio – 3 Years
-1.30
0.62
Volatility – 1 Year
16.92%
21.54%
Volatility – 3 Years
16.49%
22.15%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
1.01
1.15
Sharpe Ratio – 1 Year
-0.52
-0.01
Sharpe Ratio – 3 Years
0.04
0.68
Worst Rolling Year
-12.59%
19.49%
Value at Worst Rolling Year
₹0.87 Cr
₹1.19 Cr
Deepest Drawdown
−23.98%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.35%
100.00%
Median Rolling Year
15.09%
21.76%
5-Year Rolling Windows Positive
98.79%
—
Market-Cap Mix
L 55% · M 22% · S 19%
L 26% · M 35% · S 37%
Number of Stocks
22
26
Portfolio P/E
32.63
55.82
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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%