Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Spark - Flexicap
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.02%
−0.91%
6 Months
20.43%
−6.35%
1 Year
14.98%
3.05%
3 Years
—
10.74%
5 Years
—
13.00%
Since Inception
20.69%
14.74%
Fund Age
2 yrs 8 mo
7 yrs 8 mo
AUM
₹320.35 Cr
₹460.92 Cr
Alpha – 1 Year
12.00%
3.40%
Alpha – 3 Years
—
1.74%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
24.24%
15.87%
Volatility – 3 Years
—
14.99%
Beta – 1 Year
1.26
0.95
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.46
-0.07
Sharpe Ratio – 3 Years
—
0.41
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
29
—
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%