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