Alternative Investment Funds (AIF)Compare Schemes
First Water Capital Fund vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
First Water Capital Fund
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
3.32%
0.45%
6 Months
10.08%
16.54%
1 Year
−0.32%
4.93%
3 Years
19.14%
20.02%
5 Years
17.44%
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Since Inception
28.00%
24.01%
Fund Age
5 yrs 11 mo
3 yrs 5 mo
AUM
—
₹1,778.6 Cr
Alpha – 1 Year
−5.80%
1.95%
Alpha – 3 Years
2.20%
8.14%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
26.96%
17.28%
Volatility – 3 Years
22.84%
21.44%
Beta – 1 Year
1.13
0.84
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.09
-0.21
Sharpe Ratio – 3 Years
0.65
0.67
Worst Rolling Year
19.14%
20.04%
Value at Worst Rolling Year
₹1.19 Cr
₹1.20 Cr
Deepest Drawdown
−26.90%
−26.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.39%
22.33%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 6% · M 12% · S 77%
L 27% · M 38% · S 35%
Number of Stocks
21
27
Portfolio P/E
11.90
48.87
Top 5 Holdings
Polyplex Corporation Ltd · 10.68%
Jindal Saw Ltd · 8.23%
KRBL Ltd · 7.92%
Bharat Petroleum Corporation Ltd · 6.18%
NMDC Ltd · 6.10%
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
—
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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