Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Founders Fund Series I vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Founders Fund Series I
Oculus Capital - Growth Fund
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%
−0.80%
6 Months
16.54%
11.80%
1 Year
4.93%
3.20%
3 Years
20.02%
16.54%
5 Years
—
17.70%
Since Inception
24.01%
17.90%
Fund Age
3 yrs 5 mo
5 yrs
AUM
₹1,778.6 Cr
₹1.34 Cr
Alpha – 1 Year
1.95%
0.82%
Alpha – 3 Years
8.14%
5.33%
Information Ratio – 3 Years
0.49
0.43
Volatility – 1 Year
17.28%
25.70%
Volatility – 3 Years
21.44%
20.57%
Beta – 1 Year
0.84
1.33
Beta – 3 Years
1.05
1.15
Sharpe Ratio – 1 Year
-0.21
0.02
Sharpe Ratio – 3 Years
0.67
0.57
Worst Rolling Year
20.04%
16.54%
Value at Worst Rolling Year
₹1.20 Cr
₹1.17 Cr
Deepest Drawdown
−26.50%
−21.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.33%
24.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 38% · S 35%
L 14% · M 9% · S 70%
Number of Stocks
27
75
Portfolio P/E
48.87
28.69
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 · 5.75%
ICICI Bank Ltd · 4.22%
Bajaj Consumer Care Ltd · 4.04%
Pitti Engineering Ltd · 2.58%
Jana Small Finance Bank Ltd · 2.53%
Top Sectors
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—