Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Purnartha Pratham Strategy
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%
5.49%
6 Months
15.19%
9.46%
1 Year
3.21%
17.52%
3 Years
19.65%
14.28%
5 Years
—
9.02%
Since Inception
25.09%
12.49%
Fund Age
3 yrs 5 mo
5 yrs 11 mo
AUM
₹4,148.34 Cr
₹1,633.45 Cr
Alpha – 1 Year
0.23%
12.80%
Alpha – 3 Years
7.77%
2.19%
Information Ratio – 3 Years
0.62
0.28
Volatility – 1 Year
21.54%
23.87%
Volatility – 3 Years
22.15%
18.97%
Beta – 1 Year
1.06
1.12
Beta – 3 Years
1.15
1.06
Sharpe Ratio – 1 Year
-0.01
0.57
Sharpe Ratio – 3 Years
0.68
0.55
Worst Rolling Year
19.49%
7.21%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−27.91%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 14% · M 11% · S 40%
Number of Stocks
26
—
Portfolio P/E
55.82
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%