Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Valtrust Momentum
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.02%
4.78%
6 Months
20.43%
15.08%
1 Year
14.98%
13.63%
3 Years
—
16.91%
5 Years
—
—
Since Inception
20.69%
23.12%
Fund Age
2 yrs 8 mo
3 yrs 7 mo
AUM
₹320.35 Cr
₹78.91 Cr
Alpha – 1 Year
12.00%
8.91%
Alpha – 3 Years
—
4.82%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
24.24%
20.25%
Volatility – 3 Years
—
21.43%
Beta – 1 Year
1.26
1.06
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.46
0.47
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
15.66%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−12.04%
−29.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 36% · S 51%
L 15% · M 30% · S 55%
Number of Stocks
29
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%