Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.09%
0.45%
6 Months
12.77%
16.54%
1 Year
16.87%
4.93%
3 Years
26.82%
20.02%
5 Years
20.86%
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Since Inception
22.48%
24.01%
Fund Age
7 yrs 2 mo
3 yrs 5 mo
AUM
—
₹1,778.6 Cr
Alpha – 1 Year
15.35%
1.95%
Alpha – 3 Years
16.73%
8.14%
Information Ratio – 3 Years
1.48
0.49
Volatility – 1 Year
19.51%
17.28%
Volatility – 3 Years
18.47%
21.44%
Beta – 1 Year
1.09
0.84
Beta – 3 Years
1.08
1.05
Sharpe Ratio – 1 Year
0.62
-0.21
Sharpe Ratio – 3 Years
1.03
0.67
Worst Rolling Year
11.32%
20.04%
Value at Worst Rolling Year
₹1.11 Cr
₹1.20 Cr
Deepest Drawdown
−16.69%
−26.50%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.67%
22.33%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 30% · M 42% · S 28%
L 27% · M 38% · S 35%
Number of Stocks
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27
Portfolio P/E
—
48.87
Top 5 Holdings
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
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
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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