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Risk Ratios

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What these ratios mean
  • Volatility (Standard Deviation): Higher value means the strategy has been more volatile (bigger ups & downs).
  • Beta: Above 1 means the strategy tends to move more than the benchmark; below 1 means it tends to move less.
  • Max Drawdown: The largest peak-to-trough decline observed during the period. Less negative is better.
  • Sharpe Ratio: Higher is generally better - it indicates more return per unit of risk (volatility).
*Risk ratios are calculated over the strategy's NAV reporting window. Comparing identical periods across different strategies may show variation due to differing inception dates and NAV declaration cycles. Past performance does not guarantee future returns.

Performance Summary (Return %)

Motilal Oswal Founders Fund Series V-AIF
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*Returns are calculated basis the cash flow method for relevant classes. Returns are pre tax, post fees and expenses. Past performance may or may not be sustained in future.

Market Cap Allocation

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House Theme Representation

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Top 10 Holdings

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Portfolio Actions This Month

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Important Fund Details

Theme
Portfolio harnessing India’s entrepreneurial energy. Targets companies with high “skin in the game” and long-term growth vision
Drawdown Structure
30% initial + subsequent at IM discretion / 10% initial + 9 SIPs
Exit Load
1% until 12 months
Presentation (PDF)
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Fund Manager(s)

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