Alternative Investment Funds (AIF)Compare Schemes
ICICI Prudential Emerging Leaders Fund vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
ICICI Prudential Emerging Leaders Fund
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
10%
15%
20%
25%
NIFTY MIDSML 400 · 17.3%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.34%
0.45%
6 Months
5.53%
16.54%
1 Year
8.12%
4.93%
3 Years
15.95%
20.02%
5 Years
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Since Inception
20.43%
24.01%
Fund Age
3 yrs 11 mo
3 yrs 5 mo
AUM
₹541.98 Cr
₹1,778.6 Cr
Alpha – 1 Year
1.21%
1.95%
Alpha – 3 Years
−1.36%
8.14%
Information Ratio – 3 Years
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0.49
Volatility – 1 Year
14.98%
17.28%
Volatility – 3 Years
16.09%
21.44%
Beta – 1 Year
0.68
0.84
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.23
-0.21
Sharpe Ratio – 3 Years
0.67
0.67
Worst Rolling Year
15.95%
20.04%
Value at Worst Rolling Year
₹1.16 Cr
₹1.20 Cr
Deepest Drawdown
−21.30%
−26.50%
Recovery Period
410 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.02%
22.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 4% · M 48% · S 49%
L 27% · M 38% · S 35%
Number of Stocks
34
27
Portfolio P/E
27.97
48.87
Top 5 Holdings
Bharat Forge Ltd · 6.00%
Honasa Consumer Ltd · 5.22%
Sarda Energy & Minerals Ltd · 4.95%
Jindal Stainless Ltd · 4.79%
Jindal Steel Ltd · 4.35%
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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