Alternative Investment Funds (AIF)Compare Schemes
Girik Multicap Growth Equity Fund II vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
Girik Multicap Growth Equity Fund II
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.66%
0.45%
6 Months
2.89%
16.54%
1 Year
−0.76%
4.93%
3 Years
13.46%
20.02%
5 Years
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Since Inception
11.57%
24.01%
Fund Age
4 yrs 6 mo
3 yrs 5 mo
AUM
₹209.02 Cr
₹1,778.6 Cr
Alpha – 1 Year
−0.33%
1.95%
Alpha – 3 Years
4.89%
8.14%
Information Ratio – 3 Years
0.59
0.49
Volatility – 1 Year
17.36%
17.28%
Volatility – 3 Years
15.62%
21.44%
Beta – 1 Year
1.02
0.84
Beta – 3 Years
0.95
1.05
Sharpe Ratio – 1 Year
-0.30
-0.21
Sharpe Ratio – 3 Years
0.57
0.67
Worst Rolling Year
13.39%
20.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.20 Cr
Deepest Drawdown
−22.84%
−26.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.24%
22.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 38% · M 8% · S 24%
L 27% · M 38% · S 35%
Number of Stocks
21
27
Portfolio P/E
40.33
48.87
Top 5 Holdings
Cash & Cash Equivalent · 9.11%
Bajaj Finance Ltd · 4.98%
Larsen & Toubro Ltd · 4.97%
HDFC Asset Management Company Ltd · 4.89%
RBL Bank Ltd · 4.85%
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
Financial Services · 28.54%
Healthcare · 15.97%
Consumer Services · 11.46%
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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