Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Founders Fund Series I vs Nippon - Champions 21st Century
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Founders Fund Series I
Nippon - Champions 21st Century
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
1.83%
6 Months
16.54%
2.86%
1 Year
4.93%
−0.70%
3 Years
20.02%
10.21%
5 Years
—
11.39%
Since Inception
24.01%
14.50%
Fund Age
3 yrs 5 mo
10 mo
AUM
₹1,778.6 Cr
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Alpha – 1 Year
1.95%
−3.10%
Alpha – 3 Years
8.14%
−0.99%
Information Ratio – 3 Years
0.49
-0.46
Volatility – 1 Year
17.28%
14.46%
Volatility – 3 Years
21.44%
14.09%
Beta – 1 Year
0.84
0.82
Beta – 3 Years
1.05
0.89
Sharpe Ratio – 1 Year
-0.21
-0.42
Sharpe Ratio – 3 Years
0.67
0.33
Worst Rolling Year
20.04%
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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 47% · M 8% · S 40%
Number of Stocks
27
41
Portfolio P/E
48.87
34.07
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%
Cash & Cash Equivalent · 5.59%
ICICI Bank Ltd · 5.22%
Mahindra & Mahindra Ltd · 4.75%
Edelweiss Financial Services Ltd · 4.62%
Granules India Ltd · 4.13%
Top Sectors
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Financial Services · 32.81%
Automobile and Auto Components · 10.68%
Healthcare · 8.47%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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