Alternative Investment Funds (AIF)Compare Schemes
First Water Capital Fund - II vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
First Water Capital Fund - II
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
10%
15%
20%
25%
Nifty 500 · 16.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
0.45%
6 Months
13.07%
16.54%
1 Year
6.96%
4.93%
3 Years
18.80%
20.02%
5 Years
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Since Inception
19.50%
24.01%
Fund Age
3 yrs
3 yrs 5 mo
AUM
—
₹1,778.6 Cr
Alpha – 1 Year
1.48%
1.95%
Alpha – 3 Years
1.90%
8.14%
Information Ratio – 3 Years
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0.49
Volatility – 1 Year
22.08%
17.28%
Volatility – 3 Years
18.54%
21.44%
Beta – 1 Year
0.94
0.84
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.16
-0.21
Sharpe Ratio – 3 Years
0.73
0.67
Worst Rolling Year
18.38%
20.04%
Value at Worst Rolling Year
₹1.18 Cr
₹1.20 Cr
Deepest Drawdown
−19.34%
−26.50%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.38%
22.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 1% · M 5% · S 89%
L 27% · M 38% · S 35%
Number of Stocks
37
27
Portfolio P/E
12.80
48.87
Top 5 Holdings
Karnataka Bank Ltd · 7.45%
Redington Ltd · 6.12%
Jindal Saw Ltd · 5.93%
Steel Strips Wheels Ltd · 5.90%
IIFL Finance Ltd · 5.50%
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
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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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