Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
0.25%
6 Months
11.19%
15.19%
1 Year
4.47%
3.21%
3 Years
14.82%
19.65%
5 Years
12.64%
—
Since Inception
13.38%
25.09%
Fund Age
19 yrs
3 yrs 5 mo
AUM
₹1,249 Cr
₹4,148.34 Cr
Alpha – 1 Year
4.82%
0.23%
Alpha – 3 Years
5.82%
7.77%
Information Ratio – 3 Years
0.87
0.62
Volatility – 1 Year
21.24%
21.54%
Volatility – 3 Years
17.51%
22.15%
Beta – 1 Year
1.09
1.06
Beta – 3 Years
1.04
1.15
Sharpe Ratio – 1 Year
0.05
-0.01
Sharpe Ratio – 3 Years
0.69
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
L 26% · M 35% · S 37%
Number of Stocks
25
26
Portfolio P/E
—
55.82
Top 5 Holdings
—
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 · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%