Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs NJ-Freedom ETF Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
NJ-Freedom ETF Portfolio
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%
−0.13%
6 Months
19.62%
1.78%
1 Year
12.19%
6.32%
3 Years
23.51%
11.40%
5 Years
13.96%
9.32%
Since Inception
23.13%
10.72%
Fund Age
6 yrs 7 mo
8 yrs 5 mo
AUM
₹2,332.81 Cr
₹314.17 Cr
Alpha – 1 Year
9.21%
6.67%
Alpha – 3 Years
11.63%
2.41%
Information Ratio – 3 Years
0.83
0.48
Volatility – 1 Year
26.11%
17.96%
Volatility – 3 Years
21.82%
15.53%
Beta – 1 Year
1.32
1.09
Beta – 3 Years
1.14
1.08
Sharpe Ratio – 1 Year
0.33
0.13
Sharpe Ratio – 3 Years
0.83
0.44
Worst Rolling Year
12.50%
7.40%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−24.27%
−19.45%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
15.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 66% · M 32% · S 1%
Number of Stocks
33
3
Portfolio P/E
52.72
—
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%
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%