Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Founders Fund Series I vs Prudent Equity ACE Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Founders Fund Series I
Prudent Equity ACE 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%
−2.40%
6 Months
16.54%
4.20%
1 Year
4.93%
−1.50%
3 Years
20.02%
17.60%
5 Years
—
—
Since Inception
24.01%
23.60%
Fund Age
3 yrs 5 mo
3 yrs 7 mo
AUM
₹1,778.6 Cr
—
Alpha – 1 Year
1.95%
−3.50%
Alpha – 3 Years
8.14%
6.90%
Information Ratio – 3 Years
0.49
0.28
Volatility – 1 Year
17.28%
23.18%
Volatility – 3 Years
21.44%
24.12%
Beta – 1 Year
0.84
1.17
Beta – 3 Years
1.05
1.20
Sharpe Ratio – 1 Year
-0.21
-0.20
Sharpe Ratio – 3 Years
0.67
0.56
Worst Rolling Year
20.04%
17.56%
Value at Worst Rolling Year
₹1.20 Cr
₹1.18 Cr
Deepest Drawdown
−26.50%
−23.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.33%
27.42%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 38% · S 35%
—
Number of Stocks
27
—
Portfolio P/E
48.87
—
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%
—
Top Sectors
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
—
Fixed Fee
—
3.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%