Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Pelican PE fund
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%
−1.39%
6 Months
19.62%
−2.47%
1 Year
12.19%
1.15%
3 Years
23.51%
8.53%
5 Years
13.96%
8.38%
Since Inception
23.13%
10.13%
Fund Age
6 yrs 7 mo
8 yrs 2 mo
AUM
₹2,332.81 Cr
₹52.94 Cr
Alpha – 1 Year
9.21%
1.50%
Alpha – 3 Years
11.63%
−0.47%
Information Ratio – 3 Years
0.83
-0.50
Volatility – 1 Year
26.11%
18.43%
Volatility – 3 Years
21.82%
14.27%
Beta – 1 Year
1.32
1.13
Beta – 3 Years
1.14
0.99
Sharpe Ratio – 1 Year
0.33
-0.13
Sharpe Ratio – 3 Years
0.83
0.15
Worst Rolling Year
12.50%
7.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−24.27%
−16.90%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
12.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 64% · M 27% · S 1%
Number of Stocks
33
10
Portfolio P/E
52.72
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%