Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Founders Fund Series I vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Founders Fund Series I
Steptrade Revolution 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%
1.11%
6 Months
16.54%
12.07%
1 Year
4.93%
−10.50%
3 Years
20.02%
—
5 Years
—
—
Since Inception
24.01%
10.88%
Fund Age
3 yrs 5 mo
2 yrs 2 mo
AUM
₹1,778.6 Cr
₹167 Cr
Alpha – 1 Year
1.95%
−15.69%
Alpha – 3 Years
8.14%
—
Information Ratio – 3 Years
0.49
—
Volatility – 1 Year
17.28%
34.34%
Volatility – 3 Years
21.44%
—
Beta – 1 Year
0.84
1.61
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.21
-0.25
Sharpe Ratio – 3 Years
0.67
—
Worst Rolling Year
20.04%
—
Value at Worst Rolling Year
₹1.20 Cr
—
Deepest Drawdown
−26.50%
−31.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.33%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 38% · S 35%
M 1% · S 57%
Number of Stocks
27
80
Portfolio P/E
48.87
22.59
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 · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
Top Sectors
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%