Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
SBI AEON ALPHA PMS
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%
0.41%
6 Months
15.19%
20.81%
1 Year
3.21%
15.63%
3 Years
19.65%
13.76%
5 Years
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—
Since Inception
25.09%
14.77%
Fund Age
3 yrs 5 mo
4 yrs 6 mo
AUM
₹4,148.34 Cr
₹751.68 Cr
Alpha – 1 Year
0.23%
16.06%
Alpha – 3 Years
7.77%
5.19%
Information Ratio – 3 Years
0.62
0.25
Volatility – 1 Year
21.54%
18.90%
Volatility – 3 Years
22.15%
16.75%
Beta – 1 Year
1.06
0.89
Beta – 3 Years
1.15
0.79
Sharpe Ratio – 1 Year
-0.01
0.57
Sharpe Ratio – 3 Years
0.68
0.53
Worst Rolling Year
19.49%
13.60%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−27.91%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
15.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 35% · S 37%
L 16% · M 11% · S 70%
Number of Stocks
26
—
Portfolio P/E
55.82
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%