Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
15.19%
9.19%
1 Year
3.21%
9.02%
3 Years
19.65%
14.71%
5 Years
—
10.31%
Since Inception
25.09%
14.95%
Fund Age
3 yrs 5 mo
7 yrs 10 mo
AUM
₹4,148.34 Cr
₹42.73 Cr
Alpha – 1 Year
0.23%
4.30%
Alpha – 3 Years
7.77%
2.62%
Information Ratio – 3 Years
0.62
0.63
Volatility – 1 Year
21.54%
17.52%
Volatility – 3 Years
22.15%
14.89%
Beta – 1 Year
1.06
0.97
Beta – 3 Years
1.15
0.92
Sharpe Ratio – 1 Year
-0.01
0.26
Sharpe Ratio – 3 Years
0.68
0.66
Worst Rolling Year
19.49%
8.19%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−27.91%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 18% · M 16% · S 37%
Number of Stocks
26
30
Portfolio P/E
55.82
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%