Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Motilal Oswal - NTDOP
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
0.25%
3.69%
6 Months
15.19%
8.66%
1 Year
3.21%
4.44%
3 Years
19.65%
14.48%
5 Years
—
8.94%
Since Inception
25.09%
14.23%
Fund Age
3 yrs 5 mo
18 yrs 11 mo
AUM
₹4,148.34 Cr
₹4,562.38 Cr
Alpha – 1 Year
0.23%
1.46%
Alpha – 3 Years
7.77%
2.60%
Information Ratio – 3 Years
0.62
0.08
Volatility – 1 Year
21.54%
20.33%
Volatility – 3 Years
22.15%
19.22%
Beta – 1 Year
1.06
1.12
Beta – 3 Years
1.15
1.12
Sharpe Ratio – 1 Year
-0.01
0.00
Sharpe Ratio – 3 Years
0.68
0.51
Worst Rolling Year
19.49%
-6.78%
Value at Worst Rolling Year
₹1.19 Cr
₹0.93 Cr
Deepest Drawdown
−27.91%
−26.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
21.76%
15.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 16% · M 42% · S 38%
Number of Stocks
26
33
Portfolio P/E
55.82
40.71
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%