Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Unifi APJ 20*
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%
3.07%
6 Months
15.19%
13.63%
1 Year
3.21%
10.76%
3 Years
19.65%
13.00%
5 Years
—
13.13%
Since Inception
25.09%
20.07%
Fund Age
3 yrs 5 mo
10 yrs 11 mo
AUM
₹4,148.34 Cr
₹942.94 Cr
Alpha – 1 Year
0.23%
6.04%
Alpha – 3 Years
7.77%
0.91%
Information Ratio – 3 Years
0.62
0.27
Volatility – 1 Year
21.54%
18.61%
Volatility – 3 Years
22.15%
17.55%
Beta – 1 Year
1.06
1.02
Beta – 3 Years
1.15
1.01
Sharpe Ratio – 1 Year
-0.01
0.35
Sharpe Ratio – 3 Years
0.68
0.49
Worst Rolling Year
19.49%
-10.32%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−27.91%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
21.76%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 15% · M 3% · S 82%
Number of Stocks
26
—
Portfolio P/E
55.82
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—