Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Systamatix - Dynamic Investment
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%
7.60%
6 Months
15.19%
26.61%
1 Year
3.21%
33.69%
3 Years
19.65%
25.74%
5 Years
—
21.83%
Since Inception
25.09%
—
Fund Age
3 yrs 5 mo
8 yrs 4 mo
AUM
₹4,148.34 Cr
₹158.52 Cr
Alpha – 1 Year
0.23%
29.93%
Alpha – 3 Years
7.77%
14.85%
Information Ratio – 3 Years
0.62
1.52
Volatility – 1 Year
21.54%
19.82%
Volatility – 3 Years
22.15%
19.44%
Beta – 1 Year
1.06
1.03
Beta – 3 Years
1.15
1.06
Sharpe Ratio – 1 Year
-0.01
1.29
Sharpe Ratio – 3 Years
0.68
1.16
Worst Rolling Year
19.49%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−27.91%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.76%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 26% · M 35% · S 37%
L 31% · M 28% · S 38%
Number of Stocks
26
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%