Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Omni Captains
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Omni Captains
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.02%
−1.52%
6 Months
20.43%
1.67%
1 Year
14.98%
—
3 Years
—
—
5 Years
—
—
Since Inception
20.69%
2.75%
Fund Age
2 yrs 8 mo
8 mo
AUM
₹320.35 Cr
₹0.5 Cr
Alpha – 1 Year
12.00%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.24%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.26
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.04%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 36% · S 51%
L 53% · M 28% · S 20%
Number of Stocks
29
27
Portfolio P/E
40.22
8.80
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%
HDFC Bank Ltd · 5.50%
Rites Ltd · 3.94%
Bank of Baroda · 3.94%
PNB Housing Finance Ltd · 3.94%
NLC India Ltd · 3.94%
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Financial Services · 76.38%
Capital Goods · 7.88%
Construction · 7.88%
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%