Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Motilal Oswal - India Growth Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.02%
6 Months
10.76%
20.43%
1 Year
8.14%
14.98%
3 Years
7.76%
—
5 Years
10.03%
—
Since Inception
11.69%
20.69%
Fund Age
6 yrs 8 mo
2 yrs 8 mo
AUM
₹87.23 Cr
₹320.35 Cr
Alpha – 1 Year
8.57%
12.00%
Alpha – 3 Years
−0.81%
—
Information Ratio – 3 Years
0.02
—
Volatility – 1 Year
23.09%
24.24%
Volatility – 3 Years
18.26%
—
Beta – 1 Year
1.29
1.26
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
0.21
0.46
Sharpe Ratio – 3 Years
0.22
—
Worst Rolling Year
6.59%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−25.42%
−12.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 5% · M 36% · S 51%
Number of Stocks
41
29
Portfolio P/E
25.23
40.22
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
2% / 0% / 0%