Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.74%
0.78%
6 Months
3.03%
11.75%
1 Year
3.99%
−2.37%
3 Years
8.85%
17.81%
5 Years
8.35%
14.66%
Since Inception
10.50%
18.91%
Fund Age
8 yrs 2 mo
23 yrs 5 mo
AUM
₹274.26 Cr
₹3,220.2 Cr
Alpha – 1 Year
−0.73%
−5.35%
Alpha – 3 Years
−3.23%
5.93%
Information Ratio – 3 Years
-0.72
0.54
Volatility – 1 Year
15.72%
21.49%
Volatility – 3 Years
15.15%
20.84%
Beta – 1 Year
0.89
1.07
Beta – 3 Years
0.94
1.13
Sharpe Ratio – 1 Year
-0.08
-0.27
Sharpe Ratio – 3 Years
0.27
0.64
Worst Rolling Year
7.13%
-7.44%
Value at Worst Rolling Year
₹1.07 Cr
₹0.93 Cr
Deepest Drawdown
−20.31%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
15.28%
14.52%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 48% · M 27% · S 18%
L 28% · M 48% · S 19%
Number of Stocks
40
27
Portfolio P/E
30.14
57.85
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%