Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Motilal Oswal-Founders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.24%
0.25%
6 Months
7.09%
15.19%
1 Year
17.57%
3.21%
3 Years
20.39%
19.65%
5 Years
—
—
Since Inception
19.75%
25.09%
Fund Age
4 yrs 2 mo
3 yrs 5 mo
AUM
₹49.8 Cr
₹4,148.34 Cr
Alpha – 1 Year
16.32%
0.23%
Alpha – 3 Years
14.92%
7.77%
Information Ratio – 3 Years
1.66
0.62
Volatility – 1 Year
7.36%
21.54%
Volatility – 3 Years
8.69%
22.15%
Beta – 1 Year
1.50
1.06
Beta – 3 Years
0.91
1.15
Sharpe Ratio – 1 Year
1.55
-0.01
Sharpe Ratio – 3 Years
1.63
0.68
Worst Rolling Year
18.51%
19.49%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
Top 5 Holdings
—
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
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%