Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
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%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
4.17%
6 Months
29.13%
19.62%
1 Year
20.96%
12.19%
3 Years
17.22%
23.51%
5 Years
—
13.96%
Since Inception
23.59%
23.13%
Fund Age
3 yrs 7 mo
6 yrs 7 mo
AUM
₹147.56 Cr
₹2,332.81 Cr
Alpha – 1 Year
16.24%
9.21%
Alpha – 3 Years
5.13%
11.63%
Information Ratio – 3 Years
0.33
0.83
Volatility – 1 Year
30.80%
26.11%
Volatility – 3 Years
25.65%
21.82%
Beta – 1 Year
1.54
1.32
Beta – 3 Years
1.41
1.14
Sharpe Ratio – 1 Year
0.58
0.33
Sharpe Ratio – 3 Years
0.54
0.83
Worst Rolling Year
15.38%
12.50%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
−28.52%
−24.27%
Recovery Period
122 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 14% · M 33% · S 52%
Number of Stocks
18
33
Portfolio P/E
—
52.72
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%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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)
3% / 2% / 1%
2% / 0% / 0%