Alternative Investment Funds (AIF)Compare Schemes
Kotak India Renaissance Fund-I vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
Kotak India Renaissance Fund-I
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%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.52%
0.45%
6 Months
8.26%
16.54%
1 Year
4.50%
4.93%
3 Years
10.05%
20.02%
5 Years
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Since Inception
10.10%
24.01%
Fund Age
4 yrs 5 mo
3 yrs 5 mo
AUM
₹60.73 Cr
₹1,778.6 Cr
Alpha – 1 Year
4.93%
1.95%
Alpha – 3 Years
1.48%
8.14%
Information Ratio – 3 Years
0.19
0.49
Volatility – 1 Year
15.08%
17.28%
Volatility – 3 Years
14.98%
21.44%
Beta – 1 Year
0.81
0.84
Beta – 3 Years
0.93
1.05
Sharpe Ratio – 1 Year
-0.02
-0.21
Sharpe Ratio – 3 Years
0.35
0.67
Worst Rolling Year
7.06%
20.04%
Value at Worst Rolling Year
₹1.07 Cr
₹1.20 Cr
Deepest Drawdown
−22.08%
−26.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
22.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 22% · S 40%
L 27% · M 38% · S 35%
Number of Stocks
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27
Portfolio P/E
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48.87
Top 5 Holdings
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
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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