Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
NBC - Seeking Alpha
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%
3.51%
6 Months
19.62%
12.65%
1 Year
12.19%
22.80%
3 Years
23.51%
18.05%
5 Years
13.96%
41.98%
Since Inception
23.13%
7.54%
Fund Age
6 yrs 7 mo
9 yrs 2 mo
AUM
₹2,332.81 Cr
₹9.17 Cr
Alpha – 1 Year
9.21%
24.84%
Alpha – 3 Years
11.63%
11.40%
Information Ratio – 3 Years
0.83
—
Volatility – 1 Year
26.11%
21.50%
Volatility – 3 Years
21.82%
17.94%
Beta – 1 Year
1.32
—
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.33
0.82
Sharpe Ratio – 3 Years
0.83
0.76
Worst Rolling Year
12.50%
-34.33%
Value at Worst Rolling Year
₹1.13 Cr
₹0.66 Cr
Deepest Drawdown
−24.27%
−18.33%
Recovery Period
461 days
81 days
1-Year Rolling Windows Positive
100.00%
68.37%
Median Rolling Year
23.13%
26.92%
5-Year Rolling Windows Positive
100.00%
74.51%
Market-Cap Mix
L 14% · M 33% · S 52%
L 13% · M 14% · S 73%
Number of Stocks
33
18
Portfolio P/E
52.72
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%