Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.02%
3.80%
6 Months
20.43%
7.35%
1 Year
14.98%
9.59%
3 Years
—
7.90%
5 Years
—
12.07%
Since Inception
20.69%
14.25%
Fund Age
2 yrs 8 mo
13 yrs 1 mo
AUM
₹320.35 Cr
₹106.28 Cr
Alpha – 1 Year
12.00%
9.94%
Alpha – 3 Years
—
−1.10%
Information Ratio – 3 Years
—
-0.12
Volatility – 1 Year
24.24%
15.58%
Volatility – 3 Years
—
14.39%
Beta – 1 Year
1.26
0.83
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.46
0.33
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-8.02%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−12.04%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
93.28%
Median Rolling Year
—
11.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 36% · S 51%
L 39% · M 40% · S 18%
Number of Stocks
29
25
Portfolio P/E
40.22
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
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%