Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 5.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.24%
4.17%
6 Months
7.09%
19.62%
1 Year
17.57%
12.19%
3 Years
20.39%
23.51%
5 Years
—
13.96%
Since Inception
19.75%
23.13%
Fund Age
4 yrs 2 mo
6 yrs 7 mo
AUM
₹49.8 Cr
₹2,332.81 Cr
Alpha – 1 Year
16.32%
9.21%
Alpha – 3 Years
14.92%
11.63%
Information Ratio – 3 Years
1.66
0.83
Volatility – 1 Year
7.36%
26.11%
Volatility – 3 Years
8.69%
21.82%
Beta – 1 Year
1.50
1.32
Beta – 3 Years
0.91
1.14
Sharpe Ratio – 1 Year
1.55
0.33
Sharpe Ratio – 3 Years
1.63
0.83
Worst Rolling Year
18.51%
12.50%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
—
−24.27%
Recovery Period
—
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
Top 5 Holdings
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%