Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Capgrow - 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
3.35%
4.17%
6 Months
3.75%
19.62%
1 Year
−5.76%
12.19%
3 Years
3.98%
23.51%
5 Years
6.05%
13.96%
Since Inception
9.94%
23.13%
Fund Age
7 yrs 9 mo
6 yrs 7 mo
AUM
₹45.09 Cr
₹2,332.81 Cr
Alpha – 1 Year
−8.74%
9.21%
Alpha – 3 Years
−7.91%
11.63%
Information Ratio – 3 Years
-1.11
0.83
Volatility – 1 Year
21.69%
26.11%
Volatility – 3 Years
18.00%
21.82%
Beta – 1 Year
1.21
1.32
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
-0.42
0.33
Sharpe Ratio – 3 Years
0.01
0.83
Worst Rolling Year
3.08%
12.50%
Value at Worst Rolling Year
₹1.03 Cr
₹1.13 Cr
Deepest Drawdown
−29.01%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 14% · M 33% · S 52%
Number of Stocks
43
33
Portfolio P/E
—
52.72
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%