Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Nippon - Emerging India - EIP
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%
2.63%
6 Months
15.19%
13.11%
1 Year
3.21%
15.44%
3 Years
19.65%
15.82%
5 Years
—
15.29%
Since Inception
25.09%
15.37%
Fund Age
3 yrs 5 mo
9 yrs 4 mo
AUM
₹4,148.34 Cr
₹32.48 Cr
Alpha – 1 Year
0.23%
10.72%
Alpha – 3 Years
7.77%
3.73%
Information Ratio – 3 Years
0.62
0.69
Volatility – 1 Year
21.54%
17.99%
Volatility – 3 Years
22.15%
17.45%
Beta – 1 Year
1.06
0.99
Beta – 3 Years
1.15
1.02
Sharpe Ratio – 1 Year
-0.01
0.59
Sharpe Ratio – 3 Years
0.68
0.71
Worst Rolling Year
19.49%
-6.27%
Value at Worst Rolling Year
₹1.19 Cr
₹0.94 Cr
Deepest Drawdown
−27.91%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
21.76%
21.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 8% · M 22% · S 44%
Number of Stocks
26
30
Portfolio P/E
55.82
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%