Alternative Investment Funds (AIF)Compare Schemes
ICICI Prudential Equity opportunities fund vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
ICICI Prudential Equity opportunities fund
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
0.45%
6 Months
4.15%
16.54%
1 Year
9.83%
4.93%
3 Years
17.22%
20.02%
5 Years
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Since Inception
21.62%
24.01%
Fund Age
3 yrs 4 mo
3 yrs 5 mo
AUM
₹1,571.43 Cr
₹1,778.6 Cr
Alpha – 1 Year
8.31%
1.95%
Alpha – 3 Years
7.12%
8.14%
Information Ratio – 3 Years
1.10
0.49
Volatility – 1 Year
17.02%
17.28%
Volatility – 3 Years
15.44%
21.44%
Beta – 1 Year
0.96
0.84
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
0.31
-0.21
Sharpe Ratio – 3 Years
0.76
0.67
Worst Rolling Year
17.01%
20.04%
Value at Worst Rolling Year
₹1.17 Cr
₹1.20 Cr
Deepest Drawdown
−18.15%
−26.50%
Recovery Period
197 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
22.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 77% · M 6% · S 20%
L 27% · M 38% · S 35%
Number of Stocks
37
27
Portfolio P/E
24.47
48.87
Top 5 Holdings
Bharti Airtel Ltd · 6.78%
Samvardhana Motherson International Ltd · 6.75%
ICICI Bank Ltd · 6.32%
Larsen & Toubro Ltd · 5.28%
Eternal Ltd · 5.21%
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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