Portfolio Management Services (PMS)Compare Schemes
Equentis Concentrated Portfolio vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Equentis Concentrated Portfolio
Motilal Oswal-Founders
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.11%
0.25%
6 Months
6.51%
15.19%
1 Year
4.40%
3.21%
3 Years
—
19.65%
5 Years
—
—
Since Inception
5.71%
25.09%
Fund Age
18 mo
3 yrs 5 mo
AUM
₹24.25 Cr
₹4,148.34 Cr
Alpha – 1 Year
4.75%
0.23%
Alpha – 3 Years
—
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
15.94%
21.54%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
0.93
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.02
-0.01
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−14.84%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 22% · S 19%
L 26% · M 35% · S 37%
Number of Stocks
59
26
Portfolio P/E
41.96
55.82
Top 5 Holdings
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
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 · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%