Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Pace - Secure
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%
−0.11%
6 Months
19.62%
2.89%
1 Year
12.19%
7.86%
3 Years
23.51%
10.62%
5 Years
13.96%
10.19%
Since Inception
23.13%
9.46%
Fund Age
6 yrs 7 mo
5 yrs 7 mo
AUM
₹2,332.81 Cr
₹158.06 Cr
Alpha – 1 Year
9.21%
−1.70%
Alpha – 3 Years
11.63%
0.86%
Information Ratio – 3 Years
0.83
0.37
Volatility – 1 Year
26.11%
1.80%
Volatility – 3 Years
21.82%
3.43%
Beta – 1 Year
1.32
0.81
Beta – 3 Years
1.14
0.63
Sharpe Ratio – 1 Year
0.33
1.30
Sharpe Ratio – 3 Years
0.83
1.53
Worst Rolling Year
12.50%
8.14%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−24.27%
—
Recovery Period
461 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
—
Number of Stocks
33
—
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%
—
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
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%