Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Sameeksha - Equity 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%
−0.38%
6 Months
15.19%
11.48%
1 Year
3.21%
7.29%
3 Years
19.65%
16.29%
5 Years
—
16.45%
Since Inception
25.09%
20.67%
Fund Age
3 yrs 5 mo
10 yrs 4 mo
AUM
₹4,148.34 Cr
₹1,333.94 Cr
Alpha – 1 Year
0.23%
2.57%
Alpha – 3 Years
7.77%
4.20%
Information Ratio – 3 Years
0.62
0.52
Volatility – 1 Year
21.54%
21.33%
Volatility – 3 Years
22.15%
16.22%
Beta – 1 Year
1.06
1.18
Beta – 3 Years
1.15
0.93
Sharpe Ratio – 1 Year
-0.01
0.18
Sharpe Ratio – 3 Years
0.68
0.69
Worst Rolling Year
19.49%
-0.52%
Value at Worst Rolling Year
₹1.19 Cr
₹0.99 Cr
Deepest Drawdown
−27.91%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
21.76%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
—
Number of Stocks
26
50
Portfolio P/E
55.82
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 0% / 0%