Portfolio Management Services (PMS)Compare Schemes
IDPL Wealthy Nivesh Multi-Asset PMS vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
IDPL Wealthy Nivesh Multi-Asset PMS
Motilal Oswal - India Growth Strategy
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
6.88%
1.02%
6 Months
—
20.43%
1 Year
—
14.98%
3 Years
—
—
5 Years
—
—
Since Inception
−0.16%
20.69%
Fund Age
5 mo
2 yrs 8 mo
AUM
₹7.04 Cr
₹320.35 Cr
Alpha – 1 Year
—
12.00%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
24.24%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.26
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−12.04%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 38% · M 29% · S 25%
L 5% · M 36% · S 51%
Number of Stocks
7
29
Portfolio P/E
—
40.22
Top 5 Holdings
Nippon India Large Cap Fund - Direct (G) · 20.00%
Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%
ICICI Pru Business Cycle Fund - Direct (G) · 15.00%
WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%
Mirae Asset Midcap Fund - Direct (G) · 12.50%
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
Financial Services · 26.48%
Healthcare · 9.47%
Capital Goods · 8.73%
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%