Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Founders Fund Series I vs Samvitti Capital Alpha Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Founders Fund Series I
Samvitti Capital Alpha 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%
−1.93%
6 Months
16.54%
24.74%
1 Year
4.93%
9.95%
3 Years
20.02%
13.72%
5 Years
—
13.73%
Since Inception
24.01%
12.27%
Fund Age
3 yrs 5 mo
10 yrs 8 mo
AUM
₹1,778.6 Cr
₹226.03 Cr
Alpha – 1 Year
1.95%
8.00%
Alpha – 3 Years
8.14%
3.06%
Information Ratio – 3 Years
0.49
0.24
Volatility – 1 Year
17.28%
26.09%
Volatility – 3 Years
21.44%
24.92%
Beta – 1 Year
0.84
1.14
Beta – 3 Years
1.05
1.19
Sharpe Ratio – 1 Year
-0.21
0.27
Sharpe Ratio – 3 Years
0.67
0.42
Worst Rolling Year
20.04%
-11.97%
Value at Worst Rolling Year
₹1.20 Cr
₹0.88 Cr
Deepest Drawdown
−26.50%
−33.71%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
79.93%
Median Rolling Year
22.33%
14.39%
5-Year Rolling Windows Positive
—
95.65%
Market-Cap Mix
L 27% · M 38% · S 35%
L 5% · M 3% · S 93%
Number of Stocks
27
59
Portfolio P/E
48.87
88.80
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%
MTAR Technologies Ltd · 3.40%
Syrma SGS Technology Ltd · 3.30%
GE Power India Ltd · 3.10%
TD Power Systems Ltd · 2.90%
GNG Electronics Ltd · 2.60%
Top Sectors
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%