Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs NJ-Freedom ETF Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
NJ-Freedom ETF Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.02%
−0.13%
6 Months
20.43%
1.78%
1 Year
14.98%
6.32%
3 Years
—
11.40%
5 Years
—
9.32%
Since Inception
20.69%
10.72%
Fund Age
2 yrs 8 mo
8 yrs 5 mo
AUM
₹320.35 Cr
₹314.17 Cr
Alpha – 1 Year
12.00%
6.67%
Alpha – 3 Years
—
2.41%
Information Ratio – 3 Years
—
0.48
Volatility – 1 Year
24.24%
17.96%
Volatility – 3 Years
—
15.53%
Beta – 1 Year
1.26
1.09
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.46
0.13
Sharpe Ratio – 3 Years
—
0.44
Worst Rolling Year
—
7.40%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−12.04%
−19.45%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 36% · S 51%
L 66% · M 32% · S 1%
Number of Stocks
29
3
Portfolio P/E
40.22
—
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%
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%