Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
ValueQuest - Platinum
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%
2.62%
6 Months
15.19%
20.31%
1 Year
3.21%
5.50%
3 Years
19.65%
14.22%
5 Years
—
16.13%
Since Inception
25.09%
18.70%
Fund Age
3 yrs 5 mo
9 yrs 8 mo
AUM
₹4,148.34 Cr
₹3,491.64 Cr
Alpha – 1 Year
0.23%
2.52%
Alpha – 3 Years
7.77%
2.33%
Information Ratio – 3 Years
0.62
0.19
Volatility – 1 Year
21.54%
25.24%
Volatility – 3 Years
22.15%
21.26%
Beta – 1 Year
1.06
1.29
Beta – 3 Years
1.15
1.17
Sharpe Ratio – 1 Year
-0.01
0.11
Sharpe Ratio – 3 Years
0.68
0.48
Worst Rolling Year
19.49%
-9.34%
Value at Worst Rolling Year
₹1.19 Cr
₹0.91 Cr
Deepest Drawdown
−27.91%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
21.76%
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 23% · M 15% · S 57%
Number of Stocks
26
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics 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%