Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Shepherds Hill - Value Magno
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%
0.15%
6 Months
15.19%
5.44%
1 Year
3.21%
6.80%
3 Years
19.65%
17.32%
5 Years
—
18.10%
Since Inception
25.09%
16.54%
Fund Age
3 yrs 5 mo
11 yrs 1 mo
AUM
₹4,148.34 Cr
₹120.51 Cr
Alpha – 1 Year
0.23%
3.04%
Alpha – 3 Years
7.77%
6.42%
Information Ratio – 3 Years
0.62
0.53
Volatility – 1 Year
21.54%
13.99%
Volatility – 3 Years
22.15%
15.09%
Beta – 1 Year
1.06
0.76
Beta – 3 Years
1.15
0.68
Sharpe Ratio – 1 Year
-0.01
0.16
Sharpe Ratio – 3 Years
0.68
0.86
Worst Rolling Year
19.49%
-18.71%
Value at Worst Rolling Year
₹1.19 Cr
₹0.81 Cr
Deepest Drawdown
−27.91%
−12.53%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
77.50%
Median Rolling Year
21.76%
19.23%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 35% · S 37%
L 15% · M 5% · S 66%
Number of Stocks
26
16
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%
—
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%