Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
PGIM India - Phoenix Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.02%
3.66%
6 Months
20.43%
18.51%
1 Year
14.98%
2.32%
3 Years
—
8.56%
5 Years
—
13.23%
Since Inception
20.69%
12.52%
Fund Age
2 yrs 8 mo
10 yrs
AUM
₹320.35 Cr
₹60.22 Cr
Alpha – 1 Year
12.00%
2.67%
Alpha – 3 Years
—
−0.44%
Information Ratio – 3 Years
—
-0.03
Volatility – 1 Year
24.24%
27.56%
Volatility – 3 Years
—
21.93%
Beta – 1 Year
1.26
1.33
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.46
0.01
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-13.90%
Value at Worst Rolling Year
—
₹0.86 Cr
Deepest Drawdown
−12.04%
−31.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
85.20%
Median Rolling Year
—
15.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 36% · S 51%
M 3% · S 93%
Number of Stocks
29
26
Portfolio P/E
40.22
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%