Portfolio Management Services (PMS)Compare Schemes
ASK - FOP vs Motilal Oswal - Mid to Mega strategy
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ASK - FOP
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
4.17%
6 Months
−7.28%
19.62%
1 Year
1.15%
12.19%
3 Years
9.13%
23.51%
5 Years
7.36%
13.96%
Since Inception
8.07%
23.13%
Fund Age
8 yrs 1 mo
6 yrs 7 mo
AUM
₹172.71 Cr
₹2,332.81 Cr
Alpha – 1 Year
1.58%
9.21%
Alpha – 3 Years
0.57%
11.63%
Information Ratio – 3 Years
0.09
0.83
Volatility – 1 Year
24.79%
26.11%
Volatility – 3 Years
18.71%
21.82%
Beta – 1 Year
1.50
1.32
Beta – 3 Years
1.16
1.14
Sharpe Ratio – 1 Year
-0.05
0.33
Sharpe Ratio – 3 Years
0.27
0.83
Worst Rolling Year
0.74%
12.50%
Value at Worst Rolling Year
₹1.01 Cr
₹1.13 Cr
Deepest Drawdown
−19.52%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
10.27%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 17% · S 30%
L 14% · M 33% · S 52%
Number of Stocks
23
33
Portfolio P/E
21.42
52.72
Top 5 Holdings
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
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 · 99.31%
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%