Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Founders Fund Series I vs NEXUS EQUITY GROWTH FUND SCH 1
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Founders Fund Series I
NEXUS EQUITY GROWTH FUND SCH 1
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
0.45%
1.48%
6 Months
16.54%
19.10%
1 Year
4.93%
17.77%
3 Years
20.02%
—
5 Years
—
—
Since Inception
24.01%
28.53%
Fund Age
3 yrs 5 mo
19 mo
AUM
₹1,778.6 Cr
₹332.12 Cr
Alpha – 1 Year
1.95%
13.25%
Alpha – 3 Years
8.14%
—
Information Ratio – 3 Years
0.49
—
Volatility – 1 Year
17.28%
23.73%
Volatility – 3 Years
21.44%
—
Beta – 1 Year
0.84
0.97
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.21
0.57
Sharpe Ratio – 3 Years
0.67
—
Worst Rolling Year
20.04%
—
Value at Worst Rolling Year
₹1.20 Cr
—
Deepest Drawdown
−26.50%
−13.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.33%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 38% · S 35%
S 61%
Number of Stocks
27
50
Portfolio P/E
48.87
28.50
Top 5 Holdings
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%
Vadilal Industries Ltd · 4.50%
Borana Weaves Ltd · 4.33%
Manorama Industries Ltd · 4.07%
Acutaas Chemicals Ltd · 3.97%
Rajesh Power Services Ltd · 3.59%
Top Sectors
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Fast Moving Consumer Goods · 12.77%
Capital Goods · 11.22%
Automobile and Auto Components · 7.25%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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