Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
0.25%
6 Months
29.13%
15.19%
1 Year
20.96%
3.21%
3 Years
17.22%
19.65%
5 Years
—
—
Since Inception
23.59%
25.09%
Fund Age
3 yrs 7 mo
3 yrs 5 mo
AUM
₹147.56 Cr
₹4,148.34 Cr
Alpha – 1 Year
16.24%
0.23%
Alpha – 3 Years
5.13%
7.77%
Information Ratio – 3 Years
0.33
0.62
Volatility – 1 Year
30.80%
21.54%
Volatility – 3 Years
25.65%
22.15%
Beta – 1 Year
1.54
1.06
Beta – 3 Years
1.41
1.15
Sharpe Ratio – 1 Year
0.58
-0.01
Sharpe Ratio – 3 Years
0.54
0.68
Worst Rolling Year
15.38%
19.49%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−28.52%
−27.91%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 63% · M 11% · S 17%
L 26% · M 35% · S 37%
Number of Stocks
18
26
Portfolio P/E
—
55.82
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%