Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.02%
4.29%
6 Months
20.43%
2.17%
1 Year
14.98%
7.07%
3 Years
—
15.12%
5 Years
—
—
Since Inception
20.69%
19.80%
Fund Age
2 yrs 8 mo
7 yrs 3 mo
AUM
₹320.35 Cr
₹7.19 Cr
Alpha – 1 Year
12.00%
7.50%
Alpha – 3 Years
—
6.56%
Information Ratio – 3 Years
—
1.22
Volatility – 1 Year
24.24%
19.38%
Volatility – 3 Years
—
16.31%
Beta – 1 Year
1.26
1.18
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.46
0.17
Sharpe Ratio – 3 Years
—
0.62
Worst Rolling Year
—
14.31%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−12.04%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.29%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 36% · S 51%
L 73% · M 25%
Number of Stocks
29
100
Portfolio P/E
40.22
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / –