Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Unifi APJ 20*
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.02%
3.07%
6 Months
20.43%
13.63%
1 Year
14.98%
10.76%
3 Years
—
13.00%
5 Years
—
13.13%
Since Inception
20.69%
20.07%
Fund Age
2 yrs 8 mo
10 yrs 11 mo
AUM
₹320.35 Cr
₹942.94 Cr
Alpha – 1 Year
12.00%
6.04%
Alpha – 3 Years
—
0.91%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
24.24%
18.61%
Volatility – 3 Years
—
17.55%
Beta – 1 Year
1.26
1.02
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.46
0.35
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.32%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−12.04%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
—
95.82%
Median Rolling Year
—
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 36% · S 51%
L 15% · M 3% · S 82%
Number of Stocks
29
—
Portfolio P/E
40.22
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—