Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
PGIM India - Phoenix Portfolio
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%
3.66%
6 Months
15.19%
18.51%
1 Year
3.21%
2.32%
3 Years
19.65%
8.56%
5 Years
—
13.23%
Since Inception
25.09%
12.52%
Fund Age
3 yrs 5 mo
10 yrs
AUM
₹4,148.34 Cr
₹60.22 Cr
Alpha – 1 Year
0.23%
2.67%
Alpha – 3 Years
7.77%
−0.44%
Information Ratio – 3 Years
0.62
-0.03
Volatility – 1 Year
21.54%
27.56%
Volatility – 3 Years
22.15%
21.93%
Beta – 1 Year
1.06
1.33
Beta – 3 Years
1.15
1.17
Sharpe Ratio – 1 Year
-0.01
0.01
Sharpe Ratio – 3 Years
0.68
0.24
Worst Rolling Year
19.49%
-13.90%
Value at Worst Rolling Year
₹1.19 Cr
₹0.86 Cr
Deepest Drawdown
−27.91%
−31.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
21.76%
15.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
M 3% · S 93%
Number of Stocks
26
26
Portfolio P/E
55.82
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%