Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
5.68%
6 Months
19.62%
10.98%
1 Year
12.19%
10.72%
3 Years
23.51%
15.83%
5 Years
13.96%
13.58%
Since Inception
23.13%
14.48%
Fund Age
6 yrs 7 mo
21 yrs 11 mo
AUM
₹2,332.81 Cr
₹8.51 Cr
Alpha – 1 Year
9.21%
6.00%
Alpha – 3 Years
11.63%
3.74%
Information Ratio – 3 Years
0.83
0.71
Volatility – 1 Year
26.11%
16.38%
Volatility – 3 Years
21.82%
14.45%
Beta – 1 Year
1.32
0.87
Beta – 3 Years
1.14
0.89
Sharpe Ratio – 1 Year
0.33
0.33
Sharpe Ratio – 3 Years
0.83
0.72
Worst Rolling Year
12.50%
-12.28%
Value at Worst Rolling Year
₹1.13 Cr
₹0.88 Cr
Deepest Drawdown
−24.27%
−17.66%
Recovery Period
461 days
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
23.13%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 14% · M 33% · S 52%
L 23% · M 15% · S 43%
Number of Stocks
33
30
Portfolio P/E
52.72
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%