Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Vallum India Discovery
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%
8.27%
6 Months
15.19%
25.28%
1 Year
3.21%
14.17%
3 Years
19.65%
11.84%
5 Years
—
13.19%
Since Inception
25.09%
20.72%
Fund Age
3 yrs 5 mo
5 yrs 11 mo
AUM
₹4,148.34 Cr
₹1,246.45 Cr
Alpha – 1 Year
0.23%
9.45%
Alpha – 3 Years
7.77%
−0.25%
Information Ratio – 3 Years
0.62
0.04
Volatility – 1 Year
21.54%
23.38%
Volatility – 3 Years
22.15%
20.74%
Beta – 1 Year
1.06
1.12
Beta – 3 Years
1.15
1.17
Sharpe Ratio – 1 Year
-0.01
0.45
Sharpe Ratio – 3 Years
0.68
0.42
Worst Rolling Year
19.49%
8.63%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−27.91%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
19.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
—
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%
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0.5% / 0%