Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
NJ - Bluechip
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.02%
−1.21%
6 Months
20.43%
5.09%
1 Year
14.98%
0.26%
3 Years
—
9.53%
5 Years
—
5.40%
Since Inception
20.69%
12.09%
Fund Age
2 yrs 8 mo
8 yrs 5 mo
AUM
₹320.35 Cr
₹1,644.09 Cr
Alpha – 1 Year
12.00%
0.61%
Alpha – 3 Years
—
0.54%
Information Ratio – 3 Years
—
0.06
Volatility – 1 Year
24.24%
17.94%
Volatility – 3 Years
—
17.25%
Beta – 1 Year
1.26
1.03
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.46
-0.20
Sharpe Ratio – 3 Years
—
0.31
Worst Rolling Year
—
2.29%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
−12.04%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 36% · S 51%
L 49% · M 36% · S 14%
Number of Stocks
29
20
Portfolio P/E
40.22
34.38
Top 5 Holdings
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%