Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
NBC - Seeking Alpha
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%
3.51%
6 Months
15.19%
12.65%
1 Year
3.21%
22.80%
3 Years
19.65%
18.05%
5 Years
—
41.98%
Since Inception
25.09%
7.54%
Fund Age
3 yrs 5 mo
9 yrs 2 mo
AUM
₹4,148.34 Cr
₹9.17 Cr
Alpha – 1 Year
0.23%
24.84%
Alpha – 3 Years
7.77%
11.40%
Information Ratio – 3 Years
0.62
—
Volatility – 1 Year
21.54%
21.50%
Volatility – 3 Years
22.15%
17.94%
Beta – 1 Year
1.06
—
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
-0.01
0.82
Sharpe Ratio – 3 Years
0.68
0.76
Worst Rolling Year
19.49%
-34.33%
Value at Worst Rolling Year
₹1.19 Cr
₹0.66 Cr
Deepest Drawdown
−27.91%
−18.33%
Recovery Period
Not yet recovered
81 days
1-Year Rolling Windows Positive
100.00%
68.37%
Median Rolling Year
21.76%
26.92%
5-Year Rolling Windows Positive
—
74.51%
Market-Cap Mix
L 26% · M 35% · S 37%
L 13% · M 14% · S 73%
Number of Stocks
26
18
Portfolio P/E
55.82
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%