Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Motilal Oswal - Mid to Mega strategy
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ASK-EOP
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
4.17%
6 Months
−2.22%
19.62%
1 Year
−4.46%
12.19%
3 Years
4.69%
23.51%
5 Years
4.88%
13.96%
Since Inception
9.48%
23.13%
Fund Age
8 yrs 11 mo
6 yrs 7 mo
AUM
₹242.51 Cr
₹2,332.81 Cr
Alpha – 1 Year
−7.44%
9.21%
Alpha – 3 Years
−7.19%
11.63%
Information Ratio – 3 Years
-1.12
0.83
Volatility – 1 Year
16.89%
26.11%
Volatility – 3 Years
18.01%
21.82%
Beta – 1 Year
0.95
1.32
Beta – 3 Years
1.07
1.14
Sharpe Ratio – 1 Year
-0.51
0.33
Sharpe Ratio – 3 Years
0.04
0.83
Worst Rolling Year
2.18%
12.50%
Value at Worst Rolling Year
₹1.02 Cr
₹1.13 Cr
Deepest Drawdown
−24.10%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 14% · M 33% · S 52%
Number of Stocks
34
33
Portfolio P/E
41.30
52.72
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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
Financial Services · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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)
0% / 0% / 0%
2% / 0% / 0%