Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Motilal Oswal - India Growth Strategy
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.49%
1.02%
6 Months
—
20.43%
1 Year
—
14.98%
3 Years
—
—
5 Years
—
—
Since Inception
17.31%
20.69%
Fund Age
5 mo
2 yrs 8 mo
AUM
₹30.77 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 20% · M 23% · S 49%
L 5% · M 36% · S 51%
Number of Stocks
20
29
Portfolio P/E
53.40
40.22
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
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
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%