Portfolio Management Services (PMS)Compare Schemes
Counter Cyclical - Diversified Long Term Value vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Counter Cyclical - Diversified Long Term Value
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.89%
0.25%
6 Months
26.09%
15.19%
1 Year
14.74%
3.21%
3 Years
18.63%
19.65%
5 Years
29.18%
—
Since Inception
45.31%
25.09%
Fund Age
7 yrs 1 mo
3 yrs 5 mo
AUM
₹1,025.6 Cr
₹4,148.34 Cr
Alpha – 1 Year
10.02%
0.23%
Alpha – 3 Years
6.54%
7.77%
Information Ratio – 3 Years
0.41
0.62
Volatility – 1 Year
29.04%
21.54%
Volatility – 3 Years
23.98%
22.15%
Beta – 1 Year
1.50
1.06
Beta – 3 Years
1.19
1.15
Sharpe Ratio – 1 Year
0.42
-0.01
Sharpe Ratio – 3 Years
0.61
0.68
Worst Rolling Year
17.65%
19.49%
Value at Worst Rolling Year
₹1.18 Cr
₹1.19 Cr
Deepest Drawdown
−31.35%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
48.53%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
L 26% · M 35% · S 37%
Number of Stocks
182
26
Portfolio P/E
16.18
55.82
Top 5 Holdings
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
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
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%