Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Founders Fund Series I vs NIEO 7 (Reimagine India Opportunity)
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Founders Fund Series I
NIEO 7 (Reimagine India Opportunity)
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%
0.63%
6 Months
16.54%
6.27%
1 Year
4.93%
4.89%
3 Years
20.02%
16.29%
5 Years
—
—
Since Inception
24.01%
15.79%
Fund Age
3 yrs 5 mo
4 yrs 5 mo
AUM
₹1,778.6 Cr
—
Alpha – 1 Year
1.95%
2.49%
Alpha – 3 Years
8.14%
5.09%
Information Ratio – 3 Years
0.49
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Volatility – 1 Year
17.28%
15.76%
Volatility – 3 Years
21.44%
—
Beta – 1 Year
0.84
0.88
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.21
-0.02
Sharpe Ratio – 3 Years
0.67
—
Worst Rolling Year
20.04%
—
Value at Worst Rolling Year
₹1.20 Cr
—
Deepest Drawdown
−26.50%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.33%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 27% · M 38% · S 35%
L 50% · M 13% · S 36%
Number of Stocks
27
46
Portfolio P/E
48.87
34.26
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%
ICICI Bank Ltd · 5.22%
Bosch Ltd · 4.09%
Krishna Institute of Medical Sciences Ltd · 3.79%
Emmvee Photovoltaic Power Ltd · 3.51%
Grasim Industries Ltd · 3.50%
Top Sectors
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Financial Services · 33.27%
Capital Goods · 15.56%
Healthcare · 10.17%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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