Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Valtrust Momentum
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%
4.78%
6 Months
15.19%
15.08%
1 Year
3.21%
13.63%
3 Years
19.65%
16.91%
5 Years
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Since Inception
25.09%
23.12%
Fund Age
3 yrs 5 mo
3 yrs 7 mo
AUM
₹4,148.34 Cr
₹78.91 Cr
Alpha – 1 Year
0.23%
8.91%
Alpha – 3 Years
7.77%
4.82%
Information Ratio – 3 Years
0.62
0.40
Volatility – 1 Year
21.54%
20.25%
Volatility – 3 Years
22.15%
21.43%
Beta – 1 Year
1.06
1.06
Beta – 3 Years
1.15
1.18
Sharpe Ratio – 1 Year
-0.01
0.47
Sharpe Ratio – 3 Years
0.68
0.59
Worst Rolling Year
19.49%
15.66%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
−27.91%
−29.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
19.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 35% · S 37%
L 15% · M 30% · S 55%
Number of Stocks
26
30
Portfolio P/E
55.82
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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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%