Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
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
5.09%
4.17%
6 Months
12.77%
19.62%
1 Year
18.71%
12.19%
3 Years
16.31%
23.51%
5 Years
16.50%
13.96%
Since Inception
12.31%
23.13%
Fund Age
20 yrs 2 mo
6 yrs 7 mo
AUM
₹81.03 Cr
₹2,332.81 Cr
Alpha – 1 Year
13.99%
9.21%
Alpha – 3 Years
4.22%
11.63%
Information Ratio – 3 Years
0.46
0.83
Volatility – 1 Year
18.60%
26.11%
Volatility – 3 Years
18.73%
21.82%
Beta – 1 Year
0.98
1.32
Beta – 3 Years
1.07
1.14
Sharpe Ratio – 1 Year
0.73
0.33
Sharpe Ratio – 3 Years
0.63
0.83
Worst Rolling Year
-17.65%
12.50%
Value at Worst Rolling Year
₹0.82 Cr
₹1.13 Cr
Deepest Drawdown
−25.73%
−24.27%
Recovery Period
498 days
461 days
1-Year Rolling Windows Positive
76.16%
100.00%
Median Rolling Year
14.50%
23.13%
5-Year Rolling Windows Positive
86.34%
100.00%
Market-Cap Mix
L 18% · M 28% · S 49%
L 14% · M 33% · S 52%
Number of Stocks
23
33
Portfolio P/E
43.00
52.72
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
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 · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%