Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
19.62%
6.66%
1 Year
12.19%
7.95%
3 Years
23.51%
14.01%
5 Years
13.96%
12.40%
Since Inception
23.13%
16.07%
Fund Age
6 yrs 7 mo
12 yrs 5 mo
AUM
₹2,332.81 Cr
₹27.98 Cr
Alpha – 1 Year
9.21%
3.23%
Alpha – 3 Years
11.63%
1.92%
Information Ratio – 3 Years
0.83
0.55
Volatility – 1 Year
26.11%
16.42%
Volatility – 3 Years
21.82%
14.36%
Beta – 1 Year
1.32
0.92
Beta – 3 Years
1.14
0.91
Sharpe Ratio – 1 Year
0.33
0.15
Sharpe Ratio – 3 Years
0.83
0.63
Worst Rolling Year
12.50%
-4.39%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−24.27%
−17.36%
Recovery Period
461 days
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
23.13%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 25% · M 6% · S 37%
Number of Stocks
33
30
Portfolio P/E
52.72
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%