Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.91%
0.45%
6 Months
7.02%
16.54%
1 Year
12.60%
4.93%
3 Years
17.44%
20.02%
5 Years
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Since Inception
20.23%
24.01%
Fund Age
3 yrs 7 mo
3 yrs 5 mo
AUM
₹2,497.88 Cr
₹1,778.6 Cr
Alpha – 1 Year
9.62%
1.95%
Alpha – 3 Years
5.55%
8.14%
Information Ratio – 3 Years
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0.49
Volatility – 1 Year
17.96%
17.28%
Volatility – 3 Years
14.91%
21.44%
Beta – 1 Year
1.01
0.84
Beta – 3 Years
0.90
1.05
Sharpe Ratio – 1 Year
0.45
-0.21
Sharpe Ratio – 3 Years
0.78
0.67
Worst Rolling Year
18.59%
20.04%
Value at Worst Rolling Year
₹1.19 Cr
₹1.20 Cr
Deepest Drawdown
−15.14%
−26.50%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
22.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 56% · M 20% · S 20%
L 27% · M 38% · S 35%
Number of Stocks
37
27
Portfolio P/E
24.82
48.87
Top 5 Holdings
ICICI Bank Ltd · 7.36%
Axis Bank Ltd · 6.11%
Cash & Cash Equivalent · 5.15%
Interglobe Aviation Ltd · 4.30%
Bharti Airtel Ltd · 4.01%
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
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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