Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Right Horizons - Alliance
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%
1.80%
6 Months
15.19%
2.80%
1 Year
3.21%
4.89%
3 Years
19.65%
12.23%
5 Years
—
10.64%
Since Inception
25.09%
8.93%
Fund Age
3 yrs 5 mo
12 yrs
AUM
₹4,148.34 Cr
₹134.76 Cr
Alpha – 1 Year
0.23%
−1.08%
Alpha – 3 Years
7.77%
1.34%
Information Ratio – 3 Years
0.62
0.07
Volatility – 1 Year
21.54%
10.79%
Volatility – 3 Years
22.15%
9.62%
Beta – 1 Year
1.06
1.04
Beta – 3 Years
1.15
1.10
Sharpe Ratio – 1 Year
-0.01
-0.01
Sharpe Ratio – 3 Years
0.68
0.69
Worst Rolling Year
19.49%
0.05%
Value at Worst Rolling Year
₹1.19 Cr
₹1.00 Cr
Deepest Drawdown
−27.91%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
21.76%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 50% · M 11% · S 8%
Number of Stocks
26
33
Portfolio P/E
55.82
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –