Alternative Investment Funds (AIF)Compare Schemes
BCAD vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
BCAD
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.65%
0.45%
6 Months
7.97%
16.54%
1 Year
3.52%
4.93%
3 Years
10.44%
20.02%
5 Years
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Since Inception
10.90%
24.01%
Fund Age
4 yrs 11 mo
3 yrs 5 mo
AUM
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₹1,778.6 Cr
Alpha – 1 Year
0.54%
1.95%
Alpha – 3 Years
−1.45%
8.14%
Information Ratio – 3 Years
-0.09
0.49
Volatility – 1 Year
16.33%
17.28%
Volatility – 3 Years
15.51%
21.44%
Beta – 1 Year
0.89
0.84
Beta – 3 Years
0.92
1.05
Sharpe Ratio – 1 Year
-0.06
-0.21
Sharpe Ratio – 3 Years
0.37
0.67
Worst Rolling Year
8.48%
20.04%
Value at Worst Rolling Year
₹1.08 Cr
₹1.20 Cr
Deepest Drawdown
−16.99%
−26.50%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.54%
22.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 27% · M 38% · S 35%
Number of Stocks
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27
Portfolio P/E
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48.87
Top 5 Holdings
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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
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Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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