Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
NJ - Bluechip
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%
−1.21%
6 Months
19.62%
5.09%
1 Year
12.19%
0.26%
3 Years
23.51%
9.53%
5 Years
13.96%
5.40%
Since Inception
23.13%
12.09%
Fund Age
6 yrs 7 mo
8 yrs 5 mo
AUM
₹2,332.81 Cr
₹1,644.09 Cr
Alpha – 1 Year
9.21%
0.61%
Alpha – 3 Years
11.63%
0.54%
Information Ratio – 3 Years
0.83
0.06
Volatility – 1 Year
26.11%
17.94%
Volatility – 3 Years
21.82%
17.25%
Beta – 1 Year
1.32
1.03
Beta – 3 Years
1.14
1.11
Sharpe Ratio – 1 Year
0.33
-0.20
Sharpe Ratio – 3 Years
0.83
0.31
Worst Rolling Year
12.50%
2.29%
Value at Worst Rolling Year
₹1.13 Cr
₹1.02 Cr
Deepest Drawdown
−24.27%
−21.60%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 49% · M 36% · S 14%
Number of Stocks
33
20
Portfolio P/E
52.72
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%