Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
4.17%
6 Months
9.28%
19.62%
1 Year
4.13%
12.19%
3 Years
7.71%
23.51%
5 Years
8.27%
13.96%
Since Inception
11.49%
23.13%
Fund Age
8 yrs 5 mo
6 yrs 7 mo
AUM
₹123.55 Cr
₹2,332.81 Cr
Alpha – 1 Year
−0.59%
9.21%
Alpha – 3 Years
−4.38%
11.63%
Information Ratio – 3 Years
-0.33
0.83
Volatility – 1 Year
21.50%
26.11%
Volatility – 3 Years
16.95%
21.82%
Beta – 1 Year
1.12
1.32
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
-0.02
0.33
Sharpe Ratio – 3 Years
0.26
0.83
Worst Rolling Year
7.04%
12.50%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−24.41%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 38% · S 31%
L 14% · M 33% · S 52%
Number of Stocks
20
33
Portfolio P/E
49.58
52.72
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%