Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
ValueQuest - Growth
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%
1.42%
6 Months
15.19%
31.94%
1 Year
3.21%
21.84%
3 Years
19.65%
17.21%
5 Years
—
16.75%
Since Inception
25.09%
18.18%
Fund Age
3 yrs 5 mo
13 yrs 5 mo
AUM
₹4,148.34 Cr
₹2,035.08 Cr
Alpha – 1 Year
0.23%
18.86%
Alpha – 3 Years
7.77%
5.32%
Information Ratio – 3 Years
0.62
0.50
Volatility – 1 Year
21.54%
24.29%
Volatility – 3 Years
22.15%
19.24%
Beta – 1 Year
1.06
1.15
Beta – 3 Years
1.15
1.04
Sharpe Ratio – 1 Year
-0.01
0.70
Sharpe Ratio – 3 Years
0.68
0.65
Worst Rolling Year
19.49%
-15.08%
Value at Worst Rolling Year
₹1.19 Cr
₹0.85 Cr
Deepest Drawdown
−27.91%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
21.76%
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 26% · M 35% · S 37%
L 23% · M 1% · S 69%
Number of Stocks
26
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 1% / 1%