Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
4.17%
6 Months
10.76%
19.62%
1 Year
8.14%
12.19%
3 Years
7.76%
23.51%
5 Years
10.03%
13.96%
Since Inception
11.69%
23.13%
Fund Age
6 yrs 8 mo
6 yrs 7 mo
AUM
₹87.23 Cr
₹2,332.81 Cr
Alpha – 1 Year
8.57%
9.21%
Alpha – 3 Years
−0.81%
11.63%
Information Ratio – 3 Years
0.02
0.83
Volatility – 1 Year
23.09%
26.11%
Volatility – 3 Years
18.26%
21.82%
Beta – 1 Year
1.29
1.32
Beta – 3 Years
1.11
1.14
Sharpe Ratio – 1 Year
0.21
0.33
Sharpe Ratio – 3 Years
0.22
0.83
Worst Rolling Year
6.59%
12.50%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−25.42%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 14% · M 33% · S 52%
Number of Stocks
41
33
Portfolio P/E
25.23
52.72
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%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
2% / 0% / 0%