Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
0.25%
6 Months
1.74%
15.19%
1 Year
10.49%
3.21%
3 Years
12.80%
19.65%
5 Years
12.91%
—
Since Inception
15.37%
25.09%
Fund Age
7 yrs 7 mo
3 yrs 5 mo
AUM
₹15.96 Cr
₹4,148.34 Cr
Alpha – 1 Year
10.84%
0.23%
Alpha – 3 Years
3.80%
7.77%
Information Ratio – 3 Years
0.47
0.62
Volatility – 1 Year
19.22%
21.54%
Volatility – 3 Years
17.53%
22.15%
Beta – 1 Year
1.18
1.06
Beta – 3 Years
1.15
1.15
Sharpe Ratio – 1 Year
0.34
-0.01
Sharpe Ratio – 3 Years
0.48
0.68
Worst Rolling Year
12.46%
19.49%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−19.38%
−27.91%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 64% · M 15% · S 21%
L 26% · M 35% · S 37%
Number of Stocks
38
26
Portfolio P/E
24.65
55.82
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%