Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
SRE - Shield
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%
−0.37%
6 Months
15.19%
3.64%
1 Year
3.21%
6.24%
3 Years
19.65%
9.36%
5 Years
—
8.05%
Since Inception
25.09%
9.66%
Fund Age
3 yrs 5 mo
8 yrs 3 mo
AUM
₹4,148.34 Cr
₹32.8 Cr
Alpha – 1 Year
0.23%
6.59%
Alpha – 3 Years
7.77%
0.36%
Information Ratio – 3 Years
0.62
0.14
Volatility – 1 Year
21.54%
18.27%
Volatility – 3 Years
22.15%
15.46%
Beta – 1 Year
1.06
1.08
Beta – 3 Years
1.15
1.07
Sharpe Ratio – 1 Year
-0.01
0.15
Sharpe Ratio – 3 Years
0.68
0.34
Worst Rolling Year
19.49%
6.25%
Value at Worst Rolling Year
₹1.19 Cr
₹1.06 Cr
Deepest Drawdown
−27.91%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
12.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 58% · M 28% · S 8%
Number of Stocks
26
33
Portfolio P/E
55.82
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%