Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.88%
0.45%
6 Months
11.46%
16.54%
1 Year
2.58%
4.93%
3 Years
12.19%
20.02%
5 Years
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Since Inception
14.67%
24.01%
Fund Age
4 yrs 4 mo
3 yrs 5 mo
AUM
₹465 Cr
₹1,778.6 Cr
Alpha – 1 Year
−0.40%
1.95%
Alpha – 3 Years
0.30%
8.14%
Information Ratio – 3 Years
0.09
0.49
Volatility – 1 Year
23.22%
17.28%
Volatility – 3 Years
18.88%
21.44%
Beta – 1 Year
1.13
0.84
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.02
-0.21
Sharpe Ratio – 3 Years
0.51
0.67
Worst Rolling Year
11.07%
20.04%
Value at Worst Rolling Year
₹1.11 Cr
₹1.20 Cr
Deepest Drawdown
−25.01%
−26.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.39%
22.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 24% · S 30%
L 27% · M 38% · S 35%
Number of Stocks
27
27
Portfolio P/E
37.00
48.87
Top 5 Holdings
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
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 · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
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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