Portfolio Management Services (PMS)Compare Schemes
Fyers Genesis Fund vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Fyers Genesis Fund
Motilal Oswal-Founders
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.54%
0.25%
6 Months
6.09%
15.19%
1 Year
5.87%
3.21%
3 Years
—
19.65%
5 Years
—
—
Since Inception
3.02%
25.09%
Fund Age
1 yr 11 mo
3 yrs 5 mo
AUM
₹16.43 Cr
₹4,148.34 Cr
Alpha – 1 Year
1.15%
0.23%
Alpha – 3 Years
—
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
19.36%
21.54%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
1.09
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.11
-0.01
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−18.63%
−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
M 20% · S 76%
L 26% · M 35% · S 37%
Number of Stocks
24
26
Portfolio P/E
25.89
55.82
Top 5 Holdings
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
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
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%