Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Motilal Oswal - India Growth Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
1.02%
6 Months
−5.56%
20.43%
1 Year
34.70%
14.98%
3 Years
27.41%
—
5 Years
32.51%
—
Since Inception
32.15%
20.69%
Fund Age
13 yrs 6 mo
2 yrs 8 mo
AUM
₹2,318.72 Cr
₹320.35 Cr
Alpha – 1 Year
35.05%
12.00%
Alpha – 3 Years
18.41%
—
Information Ratio – 3 Years
1.03
—
Volatility – 1 Year
21.67%
24.24%
Volatility – 3 Years
15.53%
—
Beta – 1 Year
0.28
1.26
Beta – 3 Years
0.35
—
Sharpe Ratio – 1 Year
1.24
0.46
Sharpe Ratio – 3 Years
1.31
—
Worst Rolling Year
-17.36%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−21.72%
−12.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
—
Median Rolling Year
37.79%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · M 6% · S 13%
L 5% · M 36% · S 51%
Number of Stocks
9
29
Portfolio P/E
14.68
40.22
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%