Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
Motilal Oswal-Founders
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
5.45%
0.25%
6 Months
16.85%
15.19%
1 Year
9.30%
3.21%
3 Years
14.05%
19.65%
5 Years
14.30%
—
Since Inception
24.29%
25.09%
Fund Age
14 yrs 10 mo
3 yrs 5 mo
AUM
₹372.24 Cr
₹4,148.34 Cr
Alpha – 1 Year
4.58%
0.23%
Alpha – 3 Years
1.97%
7.77%
Information Ratio – 3 Years
0.33
0.62
Volatility – 1 Year
21.18%
21.54%
Volatility – 3 Years
20.18%
22.15%
Beta – 1 Year
1.04
1.06
Beta – 3 Years
1.12
1.15
Sharpe Ratio – 1 Year
0.27
-0.01
Sharpe Ratio – 3 Years
0.49
0.68
Worst Rolling Year
-10.46%
19.49%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−23.77%
−27.91%
Recovery Period
99 days
Not yet recovered
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
2% / 0% / 0%