Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
ORO - All Weather 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%
−0.19%
6 Months
19.62%
−0.42%
1 Year
12.19%
−4.58%
3 Years
23.51%
16.32%
5 Years
13.96%
13.17%
Since Inception
23.13%
13.94%
Fund Age
6 yrs 7 mo
6 yrs 6 mo
AUM
₹2,332.81 Cr
₹13.16 Cr
Alpha – 1 Year
9.21%
−7.56%
Alpha – 3 Years
11.63%
4.42%
Information Ratio – 3 Years
0.83
0.49
Volatility – 1 Year
26.11%
16.90%
Volatility – 3 Years
21.82%
17.54%
Beta – 1 Year
1.32
0.86
Beta – 3 Years
1.14
0.99
Sharpe Ratio – 1 Year
0.33
-0.52
Sharpe Ratio – 3 Years
0.83
0.69
Worst Rolling Year
12.50%
3.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−24.27%
−19.46%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 66% · M 23%
Number of Stocks
33
20
Portfolio P/E
52.72
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%