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Motilal Oswal - India Growth Strategy vs Prime Synergy

Motilal Oswal - India Growth Strategy

Prime Synergy

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Growth of ₹1 Crore

Motilal Oswal - India Growth Strategy

Prime Synergy

Return for the risk

1 yr return

-5%

10%

15%

20%

Nifty 500 · 3%

Motilal Oswal - India Growth Strategy

15% • vol 24.2%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.02%

3.55%

6 Months

20.43%

8.19%

1 Year

14.98%

—

3 Years

—

5 Years

—

Since Inception

20.69%

8.73%

Fund Age

2 yrs 8 mo

8 mo

AUM

₹320.35 Cr

₹35.83 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%

—

Number of Stocks

—

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%

—

Top Sectors

Financial Services · 29.63%

Capital Goods · 20.16%

Consumer Durables · 13.44%

—

Fixed Fee

2.50% / yr

1.65% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 0% / 0%

1% / 0.5% / –

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