Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Founders Fund Series I vs Whitespace Fund II - Debt Plus
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Founders Fund Series I
Whitespace Fund II - Debt Plus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
0.92%
6 Months
16.54%
4.16%
1 Year
4.93%
8.40%
3 Years
20.02%
12.01%
5 Years
—
11.88%
Since Inception
24.01%
12.99%
Fund Age
3 yrs 5 mo
5 yrs 11 mo
AUM
₹1,778.6 Cr
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Alpha – 1 Year
1.95%
2.62%
Alpha – 3 Years
8.14%
5.39%
Information Ratio – 3 Years
0.49
0.26
Volatility – 1 Year
17.28%
2.67%
Volatility – 3 Years
21.44%
2.47%
Beta – 1 Year
0.84
0.04
Beta – 3 Years
1.05
0.01
Sharpe Ratio – 1 Year
-0.21
1.01
Sharpe Ratio – 3 Years
0.67
2.44
Worst Rolling Year
20.04%
11.40%
Value at Worst Rolling Year
₹1.20 Cr
₹1.11 Cr
Deepest Drawdown
−26.50%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.33%
13.36%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 38% · S 35%
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Number of Stocks
27
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Portfolio P/E
48.87
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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%
AXIS Liquid Fund - Direct (G) · 15.99%
Nippon India Liquid Fund - Direct (G) · 14.07%
HDFC Liquid Fund - Direct (G) · 10.33%
Aditya Birla SL Liquid Fund - Direct (G) · 7.69%
Top Sectors
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
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Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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