Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
4.17%
6 Months
8.20%
19.62%
1 Year
10.87%
12.19%
3 Years
16.09%
23.51%
5 Years
14.49%
13.96%
Since Inception
9.93%
23.13%
Fund Age
8 yrs 9 mo
6 yrs 7 mo
AUM
₹64.23 Cr
₹2,332.81 Cr
Alpha – 1 Year
7.11%
9.21%
Alpha – 3 Years
5.20%
11.63%
Information Ratio – 3 Years
0.63
0.83
Volatility – 1 Year
21.13%
26.11%
Volatility – 3 Years
19.82%
21.82%
Beta – 1 Year
1.16
1.32
Beta – 3 Years
1.20
1.14
Sharpe Ratio – 1 Year
0.35
0.33
Sharpe Ratio – 3 Years
0.59
0.83
Worst Rolling Year
-6.69%
12.50%
Value at Worst Rolling Year
₹0.93 Cr
₹1.13 Cr
Deepest Drawdown
−22.93%
−24.27%
Recovery Period
496 days
461 days
1-Year Rolling Windows Positive
90.85%
100.00%
Median Rolling Year
19.50%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 25% · S 42%
L 14% · M 33% · S 52%
Number of Stocks
42
33
Portfolio P/E
23.92
52.72
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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 · 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)
1% / 1% / –
2% / 0% / 0%