Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.02%
0.77%
6 Months
20.43%
11.30%
1 Year
14.98%
5.88%
3 Years
—
—
5 Years
—
—
Since Inception
20.69%
10.85%
Fund Age
2 yrs 8 mo
2 yrs 5 mo
AUM
₹320.35 Cr
₹45.96 Cr
Alpha – 1 Year
12.00%
−0.98%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.24%
21.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.26
2.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.04%
−19.87%
Recovery Period
Not yet recovered
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%
L 12% · M 4% · S 66%
Number of Stocks
29
39
Portfolio P/E
40.22
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1.5% / 1%