Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
NMR GROWTH STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
5.30%
6 Months
15.19%
39.16%
1 Year
3.21%
20.20%
3 Years
19.65%
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5 Years
—
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Since Inception
25.09%
17.87%
Fund Age
3 yrs 5 mo
19 mo
AUM
₹4,148.34 Cr
₹82.38 Cr
Alpha – 1 Year
0.23%
15.48%
Alpha – 3 Years
7.77%
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Information Ratio – 3 Years
0.62
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Volatility – 1 Year
21.54%
34.86%
Volatility – 3 Years
22.15%
—
Beta – 1 Year
1.06
1.65
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
-0.01
0.53
Sharpe Ratio – 3 Years
0.68
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Worst Rolling Year
19.49%
—
Value at Worst Rolling Year
₹1.19 Cr
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Deepest Drawdown
−27.91%
−24.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.76%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 35% · S 37%
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Number of Stocks
26
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Portfolio P/E
55.82
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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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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