Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
4.17%
6 Months
—
19.62%
1 Year
—
12.19%
3 Years
—
23.51%
5 Years
—
13.96%
Since Inception
17.31%
23.13%
Fund Age
5 mo
6 yrs 7 mo
AUM
₹30.77 Cr
₹2,332.81 Cr
Alpha – 1 Year
—
9.21%
Alpha – 3 Years
—
11.63%
Information Ratio – 3 Years
—
0.83
Volatility – 1 Year
—
26.11%
Volatility – 3 Years
—
21.82%
Beta – 1 Year
—
1.32
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
—
0.33
Sharpe Ratio – 3 Years
—
0.83
Worst Rolling Year
—
12.50%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−24.27%
Recovery Period
—
461 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 20% · M 23% · S 49%
L 14% · M 33% · S 52%
Number of Stocks
20
33
Portfolio P/E
53.40
52.72
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%
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
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%