Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
4.17%
6 Months
32.15%
19.62%
1 Year
16.77%
12.19%
3 Years
19.00%
23.51%
5 Years
20.10%
13.96%
Since Inception
27.01%
23.13%
Fund Age
6 yrs 10 mo
6 yrs 7 mo
AUM
₹247.64 Cr
₹2,332.81 Cr
Alpha – 1 Year
13.79%
9.21%
Alpha – 3 Years
7.10%
11.63%
Information Ratio – 3 Years
0.30
0.83
Volatility – 1 Year
39.13%
26.11%
Volatility – 3 Years
29.47%
21.82%
Beta – 1 Year
1.87
1.32
Beta – 3 Years
1.36
1.14
Sharpe Ratio – 1 Year
0.42
0.33
Sharpe Ratio – 3 Years
0.55
0.83
Worst Rolling Year
15.03%
12.50%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
−35.86%
−24.27%
Recovery Period
94 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 14% · M 33% · S 52%
Number of Stocks
42
33
Portfolio P/E
42.30
52.72
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%