Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Narnolia - MultiCap Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
−0.96%
6 Months
15.19%
0.48%
1 Year
3.21%
5.92%
3 Years
19.65%
7.42%
5 Years
—
7.02%
Since Inception
25.09%
14.49%
Fund Age
3 yrs 5 mo
14 yrs 5 mo
AUM
₹4,148.34 Cr
₹332.27 Cr
Alpha – 1 Year
0.23%
6.27%
Alpha – 3 Years
7.77%
−1.58%
Information Ratio – 3 Years
0.62
-0.22
Volatility – 1 Year
21.54%
17.19%
Volatility – 3 Years
22.15%
15.80%
Beta – 1 Year
1.06
1.07
Beta – 3 Years
1.15
1.06
Sharpe Ratio – 1 Year
-0.01
0.12
Sharpe Ratio – 3 Years
0.68
0.21
Worst Rolling Year
19.49%
-8.23%
Value at Worst Rolling Year
₹1.19 Cr
₹0.92 Cr
Deepest Drawdown
−27.91%
−19.80%
Recovery Period
Not yet recovered
265 days
1-Year Rolling Windows Positive
100.00%
95.19%
Median Rolling Year
21.76%
13.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 58% · M 13% · S 28%
Number of Stocks
26
27
Portfolio P/E
55.82
36.45
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%
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%