Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
15.19%
31.10%
1 Year
3.21%
52.47%
3 Years
19.65%
17.74%
5 Years
—
16.38%
Since Inception
25.09%
15.58%
Fund Age
3 yrs 5 mo
16 yrs 9 mo
AUM
₹4,148.34 Cr
₹132.42 Cr
Alpha – 1 Year
0.23%
47.75%
Alpha – 3 Years
7.77%
5.65%
Information Ratio – 3 Years
0.62
0.46
Volatility – 1 Year
21.54%
26.74%
Volatility – 3 Years
22.15%
21.32%
Beta – 1 Year
1.06
1.30
Beta – 3 Years
1.15
0.97
Sharpe Ratio – 1 Year
-0.01
1.52
Sharpe Ratio – 3 Years
0.68
0.68
Worst Rolling Year
19.49%
-15.93%
Value at Worst Rolling Year
₹1.19 Cr
₹0.84 Cr
Deepest Drawdown
−27.91%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
21.76%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 26% · M 35% · S 37%
M 9% · S 83%
Number of Stocks
26
26
Portfolio P/E
55.82
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%