Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Unifi Insider Shadow*
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%
4.21%
6 Months
20.43%
10.07%
1 Year
14.98%
9.44%
3 Years
—
8.18%
5 Years
—
8.16%
Since Inception
20.69%
14.06%
Fund Age
2 yrs 8 mo
16 yrs 4 mo
AUM
₹320.35 Cr
₹85.99 Cr
Alpha – 1 Year
12.00%
4.72%
Alpha – 3 Years
—
−3.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.24%
17.03%
Volatility – 3 Years
—
—
Beta – 1 Year
1.26
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
0.30
Sharpe Ratio – 3 Years
—
—
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%
—
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%
—