Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Purnartha Vision 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%
5.60%
6 Months
15.19%
9.69%
1 Year
3.21%
14.36%
3 Years
19.65%
13.50%
5 Years
—
8.53%
Since Inception
25.09%
11.34%
Fund Age
3 yrs 5 mo
5 yrs 5 mo
AUM
₹4,148.34 Cr
₹190.75 Cr
Alpha – 1 Year
0.23%
9.64%
Alpha – 3 Years
7.77%
1.41%
Information Ratio – 3 Years
0.62
0.20
Volatility – 1 Year
21.54%
24.59%
Volatility – 3 Years
22.15%
18.73%
Beta – 1 Year
1.06
1.16
Beta – 3 Years
1.15
1.03
Sharpe Ratio – 1 Year
-0.01
0.44
Sharpe Ratio – 3 Years
0.68
0.52
Worst Rolling Year
19.49%
8.91%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−27.91%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 16% · M 12% · S 39%
Number of Stocks
26
—
Portfolio P/E
55.82
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services 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%