Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
4.17%
6 Months
15.19%
19.62%
1 Year
3.21%
12.19%
3 Years
19.65%
23.51%
5 Years
—
13.96%
Since Inception
25.09%
23.13%
Fund Age
3 yrs 5 mo
6 yrs 7 mo
AUM
₹4,148.34 Cr
₹2,332.81 Cr
Alpha – 1 Year
0.23%
9.21%
Alpha – 3 Years
7.77%
11.63%
Information Ratio – 3 Years
0.62
0.83
Volatility – 1 Year
21.54%
26.11%
Volatility – 3 Years
22.15%
21.82%
Beta – 1 Year
1.06
1.32
Beta – 3 Years
1.15
1.14
Sharpe Ratio – 1 Year
-0.01
0.33
Sharpe Ratio – 3 Years
0.68
0.83
Worst Rolling Year
19.49%
12.50%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−27.91%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 14% · M 33% · S 52%
Number of Stocks
26
33
Portfolio P/E
55.82
52.72
Top 5 Holdings
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%
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
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%