Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
15.19%
11.98%
1 Year
3.21%
18.12%
3 Years
19.65%
18.24%
5 Years
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—
Since Inception
25.09%
20.21%
Fund Age
3 yrs 5 mo
4 yrs 8 mo
AUM
₹4,148.34 Cr
₹424.87 Cr
Alpha – 1 Year
0.23%
13.40%
Alpha – 3 Years
7.77%
6.15%
Information Ratio – 3 Years
0.62
0.85
Volatility – 1 Year
21.54%
22.44%
Volatility – 3 Years
22.15%
19.69%
Beta – 1 Year
1.06
1.22
Beta – 3 Years
1.15
1.10
Sharpe Ratio – 1 Year
-0.01
0.61
Sharpe Ratio – 3 Years
0.68
0.80
Worst Rolling Year
19.49%
18.24%
Value at Worst Rolling Year
₹1.19 Cr
₹1.18 Cr
Deepest Drawdown
−27.91%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
24.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 35% · S 37%
M 1% · S 89%
Number of Stocks
26
30
Portfolio P/E
55.82
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%