Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.09%
0.25%
6 Months
12.77%
15.19%
1 Year
18.71%
3.21%
3 Years
16.31%
19.65%
5 Years
16.50%
—
Since Inception
12.31%
25.09%
Fund Age
20 yrs 2 mo
3 yrs 5 mo
AUM
₹81.03 Cr
₹4,148.34 Cr
Alpha – 1 Year
13.99%
0.23%
Alpha – 3 Years
4.22%
7.77%
Information Ratio – 3 Years
0.46
0.62
Volatility – 1 Year
18.60%
21.54%
Volatility – 3 Years
18.73%
22.15%
Beta – 1 Year
0.98
1.06
Beta – 3 Years
1.07
1.15
Sharpe Ratio – 1 Year
0.73
-0.01
Sharpe Ratio – 3 Years
0.63
0.68
Worst Rolling Year
-17.65%
19.49%
Value at Worst Rolling Year
₹0.82 Cr
₹1.19 Cr
Deepest Drawdown
−25.73%
−27.91%
Recovery Period
498 days
Not yet recovered
1-Year Rolling Windows Positive
76.16%
100.00%
Median Rolling Year
14.50%
21.76%
5-Year Rolling Windows Positive
86.34%
—
Market-Cap Mix
L 18% · M 28% · S 49%
L 26% · M 35% · S 37%
Number of Stocks
23
26
Portfolio P/E
43.00
55.82
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
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
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%