Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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%
Volatility • 3 yrs deviation
1 Month
5.45%
4.17%
6 Months
16.85%
19.62%
1 Year
9.30%
12.19%
3 Years
14.05%
23.51%
5 Years
14.30%
13.96%
Since Inception
24.29%
23.13%
Fund Age
14 yrs 10 mo
6 yrs 7 mo
AUM
₹372.24 Cr
₹2,332.81 Cr
Alpha – 1 Year
4.58%
9.21%
Alpha – 3 Years
1.97%
11.63%
Information Ratio – 3 Years
0.33
0.83
Volatility – 1 Year
21.18%
26.11%
Volatility – 3 Years
20.18%
21.82%
Beta – 1 Year
1.04
1.32
Beta – 3 Years
1.12
1.14
Sharpe Ratio – 1 Year
0.27
0.33
Sharpe Ratio – 3 Years
0.49
0.83
Worst Rolling Year
-10.46%
12.50%
Value at Worst Rolling Year
₹0.90 Cr
₹1.13 Cr
Deepest Drawdown
−23.77%
−24.27%
Recovery Period
99 days
461 days
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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 · 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)
2% / 1.5% / 0.5%
2% / 0% / 0%