Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
15.19%
13.10%
1 Year
3.21%
18.11%
3 Years
19.65%
14.56%
5 Years
—
8.71%
Since Inception
25.09%
13.67%
Fund Age
3 yrs 5 mo
11 yrs 2 mo
AUM
₹4,148.34 Cr
₹138.06 Cr
Alpha – 1 Year
0.23%
18.46%
Alpha – 3 Years
7.77%
5.57%
Information Ratio – 3 Years
0.62
0.62
Volatility – 1 Year
21.54%
22.83%
Volatility – 3 Years
22.15%
16.72%
Beta – 1 Year
1.06
1.29
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
-0.01
0.61
Sharpe Ratio – 3 Years
0.68
0.55
Worst Rolling Year
19.49%
-8.44%
Value at Worst Rolling Year
₹1.19 Cr
₹0.92 Cr
Deepest Drawdown
−27.91%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
21.76%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 38% · M 14% · S 45%
Number of Stocks
26
18
Portfolio P/E
55.82
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%