Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
PGIM India - Phoenix 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%
3.66%
6 Months
19.62%
18.51%
1 Year
12.19%
2.32%
3 Years
23.51%
8.56%
5 Years
13.96%
13.23%
Since Inception
23.13%
12.52%
Fund Age
6 yrs 7 mo
10 yrs
AUM
₹2,332.81 Cr
₹60.22 Cr
Alpha – 1 Year
9.21%
2.67%
Alpha – 3 Years
11.63%
−0.44%
Information Ratio – 3 Years
0.83
-0.03
Volatility – 1 Year
26.11%
27.56%
Volatility – 3 Years
21.82%
21.93%
Beta – 1 Year
1.32
1.33
Beta – 3 Years
1.14
1.17
Sharpe Ratio – 1 Year
0.33
0.01
Sharpe Ratio – 3 Years
0.83
0.24
Worst Rolling Year
12.50%
-13.90%
Value at Worst Rolling Year
₹1.13 Cr
₹0.86 Cr
Deepest Drawdown
−24.27%
−31.68%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
23.13%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
M 3% · S 93%
Number of Stocks
33
26
Portfolio P/E
52.72
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%