Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Founders Fund Series I vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Founders Fund Series I
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
0.40%
6 Months
16.54%
4.71%
1 Year
4.93%
9.48%
3 Years
20.02%
5.09%
5 Years
—
7.27%
Since Inception
24.01%
7.18%
Fund Age
3 yrs 5 mo
5 yrs 9 mo
AUM
₹1,778.6 Cr
—
Alpha – 1 Year
1.95%
7.96%
Alpha – 3 Years
8.14%
−5.01%
Information Ratio – 3 Years
0.49
-0.38
Volatility – 1 Year
17.28%
1.59%
Volatility – 3 Years
21.44%
6.50%
Beta – 1 Year
0.84
0.04
Beta – 3 Years
1.05
-0.12
Sharpe Ratio – 1 Year
-0.21
2.33
Sharpe Ratio – 3 Years
0.67
-0.03
Worst Rolling Year
20.04%
5.09%
Value at Worst Rolling Year
₹1.20 Cr
₹1.05 Cr
Deepest Drawdown
−26.50%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.33%
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 38% · S 35%
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Number of Stocks
27
—
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%
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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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