Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
3.27%
6 Months
15.19%
6.66%
1 Year
3.21%
7.95%
3 Years
19.65%
14.01%
5 Years
—
12.40%
Since Inception
25.09%
16.07%
Fund Age
3 yrs 5 mo
12 yrs 5 mo
AUM
₹4,148.34 Cr
₹27.98 Cr
Alpha – 1 Year
0.23%
3.23%
Alpha – 3 Years
7.77%
1.92%
Information Ratio – 3 Years
0.62
0.55
Volatility – 1 Year
21.54%
16.42%
Volatility – 3 Years
22.15%
14.36%
Beta – 1 Year
1.06
0.92
Beta – 3 Years
1.15
0.91
Sharpe Ratio – 1 Year
-0.01
0.15
Sharpe Ratio – 3 Years
0.68
0.63
Worst Rolling Year
19.49%
-4.39%
Value at Worst Rolling Year
₹1.19 Cr
₹0.96 Cr
Deepest Drawdown
−27.91%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
21.76%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 25% · M 6% · S 37%
Number of Stocks
26
30
Portfolio P/E
55.82
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%