Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Unifi Insider Shadow*
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%
4.21%
6 Months
15.19%
10.07%
1 Year
3.21%
9.44%
3 Years
19.65%
8.18%
5 Years
—
8.16%
Since Inception
25.09%
14.06%
Fund Age
3 yrs 5 mo
16 yrs 4 mo
AUM
₹4,148.34 Cr
₹85.99 Cr
Alpha – 1 Year
0.23%
4.72%
Alpha – 3 Years
7.77%
−3.91%
Information Ratio – 3 Years
0.62
—
Volatility – 1 Year
21.54%
17.03%
Volatility – 3 Years
22.15%
—
Beta – 1 Year
1.06
0.92
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
-0.01
0.30
Sharpe Ratio – 3 Years
0.68
—
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
—
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Market-Cap Mix
L 26% · M 35% · S 37%
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Number of Stocks
26
—
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%
—
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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