Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Right Horizons - Super Value Fund
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%
3.00%
6 Months
15.19%
20.83%
1 Year
3.21%
12.18%
3 Years
19.65%
13.97%
5 Years
—
17.12%
Since Inception
25.09%
15.75%
Fund Age
3 yrs 5 mo
13 yrs 8 mo
AUM
₹4,148.34 Cr
₹205.48 Cr
Alpha – 1 Year
0.23%
9.20%
Alpha – 3 Years
7.77%
2.09%
Information Ratio – 3 Years
0.62
0.40
Volatility – 1 Year
21.54%
27.53%
Volatility – 3 Years
22.15%
22.15%
Beta – 1 Year
1.06
1.45
Beta – 3 Years
1.15
1.20
Sharpe Ratio – 1 Year
-0.01
0.35
Sharpe Ratio – 3 Years
0.68
0.55
Worst Rolling Year
19.49%
-9.57%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−27.91%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
21.76%
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 26% · M 35% · S 37%
L 17% · M 21% · S 60%
Number of Stocks
26
30
Portfolio P/E
55.82
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%