Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
0.78%
6 Months
19.62%
11.75%
1 Year
12.19%
−2.37%
3 Years
23.51%
17.81%
5 Years
13.96%
14.66%
Since Inception
23.13%
18.91%
Fund Age
6 yrs 7 mo
23 yrs 5 mo
AUM
₹2,332.81 Cr
₹3,220.2 Cr
Alpha – 1 Year
9.21%
−5.35%
Alpha – 3 Years
11.63%
5.93%
Information Ratio – 3 Years
0.83
0.54
Volatility – 1 Year
26.11%
21.49%
Volatility – 3 Years
21.82%
20.84%
Beta – 1 Year
1.32
1.07
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
0.33
-0.27
Sharpe Ratio – 3 Years
0.83
0.64
Worst Rolling Year
12.50%
-7.44%
Value at Worst Rolling Year
₹1.13 Cr
₹0.93 Cr
Deepest Drawdown
−24.27%
−27.33%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
23.13%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 14% · M 33% · S 52%
L 28% · M 48% · S 19%
Number of Stocks
33
27
Portfolio P/E
52.72
57.85
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%