Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Nippon - Emerging India - EIP
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%
2.63%
6 Months
19.62%
13.11%
1 Year
12.19%
15.44%
3 Years
23.51%
15.82%
5 Years
13.96%
15.29%
Since Inception
23.13%
15.37%
Fund Age
6 yrs 7 mo
9 yrs 4 mo
AUM
₹2,332.81 Cr
₹32.48 Cr
Alpha – 1 Year
9.21%
10.72%
Alpha – 3 Years
11.63%
3.73%
Information Ratio – 3 Years
0.83
0.69
Volatility – 1 Year
26.11%
17.99%
Volatility – 3 Years
21.82%
17.45%
Beta – 1 Year
1.32
0.99
Beta – 3 Years
1.14
1.02
Sharpe Ratio – 1 Year
0.33
0.59
Sharpe Ratio – 3 Years
0.83
0.71
Worst Rolling Year
12.50%
-6.27%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−24.27%
−21.15%
Recovery Period
461 days
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
23.13%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 8% · M 22% · S 44%
Number of Stocks
33
30
Portfolio P/E
52.72
30.67
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 · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%