Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
3.80%
6 Months
19.62%
7.35%
1 Year
12.19%
9.59%
3 Years
23.51%
7.90%
5 Years
13.96%
12.07%
Since Inception
23.13%
14.25%
Fund Age
6 yrs 7 mo
13 yrs 1 mo
AUM
₹2,332.81 Cr
₹106.28 Cr
Alpha – 1 Year
9.21%
9.94%
Alpha – 3 Years
11.63%
−1.10%
Information Ratio – 3 Years
0.83
-0.12
Volatility – 1 Year
26.11%
15.58%
Volatility – 3 Years
21.82%
14.39%
Beta – 1 Year
1.32
0.83
Beta – 3 Years
1.14
0.84
Sharpe Ratio – 1 Year
0.33
0.33
Sharpe Ratio – 3 Years
0.83
0.24
Worst Rolling Year
12.50%
-8.02%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−24.27%
−19.54%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
23.13%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 39% · M 40% · S 18%
Number of Stocks
33
25
Portfolio P/E
52.72
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%