Portfolio Management Services (PMS)Compare Schemes
ASK - IEP vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
ASK - IEP
Motilal Oswal - India Growth Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.25%
1.02%
6 Months
−4.32%
20.43%
1 Year
−3.76%
14.98%
3 Years
4.26%
—
5 Years
5.30%
—
Since Inception
15.06%
20.69%
Fund Age
16 yrs 6 mo
2 yrs 8 mo
AUM
₹6,178.21 Cr
₹320.35 Cr
Alpha – 1 Year
−6.74%
12.00%
Alpha – 3 Years
−7.62%
—
Information Ratio – 3 Years
-1.54
—
Volatility – 1 Year
17.92%
24.24%
Volatility – 3 Years
14.61%
—
Beta – 1 Year
0.98
1.26
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
-0.43
0.46
Sharpe Ratio – 3 Years
-0.01
—
Worst Rolling Year
-1.02%
—
Value at Worst Rolling Year
₹0.99 Cr
—
Deepest Drawdown
−20.59%
−12.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.47%
—
Median Rolling Year
14.98%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 27% · S 20%
L 5% · M 36% · S 51%
Number of Stocks
34
29
Portfolio P/E
33.48
40.22
Top 5 Holdings
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
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 · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 1%
2% / 0% / 0%