Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
4.17%
6 Months
5.22%
19.62%
1 Year
8.94%
12.19%
3 Years
10.33%
23.51%
5 Years
10.77%
13.96%
Since Inception
10.49%
23.13%
Fund Age
9 yrs 9 mo
6 yrs 7 mo
AUM
₹67.62 Cr
₹2,332.81 Cr
Alpha – 1 Year
−0.44%
9.21%
Alpha – 3 Years
0.76%
11.63%
Information Ratio – 3 Years
0.44
0.83
Volatility – 1 Year
2.31%
26.11%
Volatility – 3 Years
1.38%
21.82%
Beta – 1 Year
0.41
1.32
Beta – 3 Years
0.46
1.14
Sharpe Ratio – 1 Year
1.46
0.33
Sharpe Ratio – 3 Years
3.36
0.83
Worst Rolling Year
9.87%
12.50%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
—
−24.27%
Recovery Period
—
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.78%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 14% · M 33% · S 52%
Number of Stocks
17
33
Portfolio P/E
—
52.72
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%