Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
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
3.36%
0.25%
6 Months
18.59%
15.19%
1 Year
13.77%
3.21%
3 Years
9.52%
19.65%
5 Years
8.40%
—
Since Inception
10.24%
25.09%
Fund Age
11 yrs
3 yrs 5 mo
AUM
₹20.83 Cr
₹4,148.34 Cr
Alpha – 1 Year
14.12%
0.23%
Alpha – 3 Years
0.53%
7.77%
Information Ratio – 3 Years
0.07
0.62
Volatility – 1 Year
22.14%
21.54%
Volatility – 3 Years
20.01%
22.15%
Beta – 1 Year
1.14
1.06
Beta – 3 Years
1.14
1.15
Sharpe Ratio – 1 Year
0.45
-0.01
Sharpe Ratio – 3 Years
0.29
0.68
Worst Rolling Year
-15.27%
19.49%
Value at Worst Rolling Year
₹0.85 Cr
₹1.19 Cr
Deepest Drawdown
−27.52%
−27.91%
Recovery Period
441 days
Not yet recovered
1-Year Rolling Windows Positive
76.89%
100.00%
Median Rolling Year
10.76%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 9% · S 77%
L 26% · M 35% · S 37%
Number of Stocks
25
26
Portfolio P/E
29.80
55.82
Top 5 Holdings
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
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
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%