Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Founders Fund Series I vs OysterRock Capital Fund 2
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Founders Fund Series I
OysterRock Capital Fund 2
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%
3.60%
6 Months
16.54%
11.70%
1 Year
4.93%
11.20%
3 Years
20.02%
19.20%
5 Years
—
16.50%
Since Inception
24.01%
17.40%
Fund Age
3 yrs 5 mo
8 yrs 6 mo
AUM
₹1,778.6 Cr
—
Alpha – 1 Year
1.95%
8.20%
Alpha – 3 Years
8.14%
7.20%
Information Ratio – 3 Years
0.49
0.24
Volatility – 1 Year
17.28%
17.85%
Volatility – 3 Years
21.44%
15.69%
Beta – 1 Year
0.84
0.97
Beta – 3 Years
1.05
0.87
Sharpe Ratio – 1 Year
-0.21
0.38
Sharpe Ratio – 3 Years
0.67
0.86
Worst Rolling Year
20.04%
6.56%
Value at Worst Rolling Year
₹1.20 Cr
₹1.07 Cr
Deepest Drawdown
−26.50%
−16.09%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.33%
23.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 38% · S 35%
L 11% · M 17% · S 59%
Number of Stocks
27
25
Portfolio P/E
48.87
23.74
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 · 13.00%
Gabriel India Ltd · 6.59%
Laurus Labs Ltd · 6.09%
Federal Bank Ltd · 6.01%
UPL Ltd · 4.60%
Top Sectors
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Financial Services · 25.20%
Consumer Durables · 13.05%
Automobile and Auto Components · 9.36%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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