Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs NAFA - Small Cap
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
NAFA - Small Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
1.33%
6 Months
19.62%
9.10%
1 Year
12.19%
−3.87%
3 Years
23.51%
5.03%
5 Years
13.96%
11.30%
Since Inception
23.13%
15.74%
Fund Age
6 yrs 7 mo
7 yrs 5 mo
AUM
₹2,332.81 Cr
₹51.79 Cr
Alpha – 1 Year
9.21%
−5.73%
Alpha – 3 Years
11.63%
−7.05%
Information Ratio – 3 Years
0.83
-0.47
Volatility – 1 Year
26.11%
25.89%
Volatility – 3 Years
21.82%
20.56%
Beta – 1 Year
1.32
1.37
Beta – 3 Years
1.14
1.17
Sharpe Ratio – 1 Year
0.33
-0.24
Sharpe Ratio – 3 Years
0.83
0.08
Worst Rolling Year
12.50%
5.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−24.27%
−31.48%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
24.17%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
M 6% · S 89%
Number of Stocks
33
35
Portfolio P/E
52.72
23.62
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%
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%