Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Prosperity - Discovery Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.02%
4.17%
6 Months
20.43%
20.15%
1 Year
14.98%
7.22%
3 Years
—
9.88%
5 Years
—
10.18%
Since Inception
20.69%
17.47%
Fund Age
2 yrs 8 mo
5 yrs 8 mo
AUM
₹320.35 Cr
₹112.12 Cr
Alpha – 1 Year
12.00%
2.50%
Alpha – 3 Years
—
−2.21%
Information Ratio – 3 Years
—
-0.17
Volatility – 1 Year
24.24%
30.34%
Volatility – 3 Years
—
23.32%
Beta – 1 Year
1.26
1.54
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
0.46
0.19
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−12.04%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 36% · S 51%
M 39% · S 59%
Number of Stocks
29
28
Portfolio P/E
40.22
38.78
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
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%