Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.57%
4.17%
6 Months
13.27%
19.62%
1 Year
19.25%
12.19%
3 Years
19.26%
23.51%
5 Years
12.69%
13.96%
Since Inception
18.49%
23.13%
Fund Age
7 yrs 3 mo
6 yrs 7 mo
AUM
₹40.18 Cr
₹2,332.81 Cr
Alpha – 1 Year
14.53%
9.21%
Alpha – 3 Years
7.17%
11.63%
Information Ratio – 3 Years
0.70
0.83
Volatility – 1 Year
26.49%
26.11%
Volatility – 3 Years
18.75%
21.82%
Beta – 1 Year
1.37
1.32
Beta – 3 Years
1.06
1.14
Sharpe Ratio – 1 Year
0.59
0.33
Sharpe Ratio – 3 Years
0.71
0.83
Worst Rolling Year
12.14%
12.50%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−15.45%
−24.27%
Recovery Period
24 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.15%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 13% · M 41% · S 44%
L 14% · M 33% · S 52%
Number of Stocks
36
33
Portfolio P/E
41.94
52.72
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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 · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%