Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
ASK - Growth
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
2.48%
4.17%
6 Months
−4.38%
19.62%
1 Year
−4.58%
12.19%
3 Years
4.80%
23.51%
5 Years
3.85%
13.96%
Since Inception
17.02%
23.13%
Fund Age
25 yrs 6 mo
6 yrs 7 mo
AUM
₹724.64 Cr
₹2,332.81 Cr
Alpha – 1 Year
−7.56%
9.21%
Alpha – 3 Years
−7.08%
11.63%
Information Ratio – 3 Years
-1.30
0.83
Volatility – 1 Year
16.92%
26.11%
Volatility – 3 Years
16.49%
21.82%
Beta – 1 Year
0.94
1.32
Beta – 3 Years
1.01
1.14
Sharpe Ratio – 1 Year
-0.52
0.33
Sharpe Ratio – 3 Years
0.04
0.83
Worst Rolling Year
-12.59%
12.50%
Value at Worst Rolling Year
₹0.87 Cr
₹1.13 Cr
Deepest Drawdown
−23.98%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
95.35%
100.00%
Median Rolling Year
15.09%
23.13%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 14% · M 33% · S 52%
Number of Stocks
22
33
Portfolio P/E
32.63
52.72
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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%