Portfolio Management Services (PMS)Compare Schemes
Money Life - Mas Growth vs Ocean-Avendus Olivo Core Equity Portfolio
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
0.17%
6 Months
18.50%
−0.88%
1 Year
9.19%
−2.91%
3 Years
14.83%
9.00%
5 Years
14.00%
9.07%
Since Inception
21.97%
14.52%
Fund Age
6 yrs 10 mo
6 yrs 2 mo
AUM
₹147.62 Cr
₹209.81 Cr
Alpha – 1 Year
9.54%
−7.63%
Alpha – 3 Years
5.83%
−3.09%
Information Ratio – 3 Years
0.34
-0.39
Volatility – 1 Year
19.11%
14.71%
Volatility – 3 Years
21.05%
15.04%
Beta – 1 Year
0.83
0.84
Beta – 3 Years
0.91
0.90
Sharpe Ratio – 1 Year
0.27
-0.49
Sharpe Ratio – 3 Years
0.51
0.35
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%