Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Omni Navigator
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Omni Navigator
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%
−0.65%
6 Months
20.43%
−0.68%
1 Year
14.98%
—
3 Years
—
—
5 Years
—
—
Since Inception
20.69%
4.87%
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 19% · M 9% · S 22%
Number of Stocks
29
44
Portfolio P/E
40.22
11.34
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 Gold BeES · 10.00%
BHARAT Bond ETF - April 2033 · 10.00%
ICICI Pru Silver ETF FOF - Reg (G) · 5.00%
ICICI Pru Nifty 10 yr Benchmark G-Sec ETF · 5.00%
Mirae Asset Nifty 8-13 yr G-Sec ETF · 5.00%
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Financial Services · 31.33%
Others · 22.81%
Government · 14.43%
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%