Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
7.67%
6 Months
15.19%
27.70%
1 Year
3.21%
47.52%
3 Years
19.65%
23.98%
5 Years
—
15.87%
Since Inception
25.09%
18.55%
Fund Age
3 yrs 5 mo
16 yrs 2 mo
AUM
₹4,148.34 Cr
₹1,022.92 Cr
Alpha – 1 Year
0.23%
42.80%
Alpha – 3 Years
7.77%
11.89%
Information Ratio – 3 Years
0.62
1.12
Volatility – 1 Year
21.54%
28.29%
Volatility – 3 Years
22.15%
20.76%
Beta – 1 Year
1.06
1.36
Beta – 3 Years
1.15
1.07
Sharpe Ratio – 1 Year
-0.01
1.33
Sharpe Ratio – 3 Years
0.68
0.99
Worst Rolling Year
19.49%
-4.58%
Value at Worst Rolling Year
₹1.19 Cr
₹0.95 Cr
Deepest Drawdown
−27.91%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
21.76%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 22% · M 32% · S 42%
Number of Stocks
26
26
Portfolio P/E
55.82
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%