Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Phillip Capital - Emerging India 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%
3.88%
6 Months
19.62%
18.21%
1 Year
12.19%
11.44%
3 Years
23.51%
9.27%
5 Years
13.96%
10.90%
Since Inception
23.13%
13.08%
Fund Age
6 yrs 7 mo
9 yrs
AUM
₹2,332.81 Cr
₹29.3 Cr
Alpha – 1 Year
9.21%
6.74%
Alpha – 3 Years
11.63%
−1.95%
Information Ratio – 3 Years
0.83
-0.21
Volatility – 1 Year
26.11%
23.26%
Volatility – 3 Years
21.82%
18.09%
Beta – 1 Year
1.32
1.21
Beta – 3 Years
1.14
0.98
Sharpe Ratio – 1 Year
0.33
0.35
Sharpe Ratio – 3 Years
0.83
0.32
Worst Rolling Year
12.50%
0.11%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−24.27%
−21.53%
Recovery Period
461 days
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
23.13%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 6% · M 32% · S 55%
Number of Stocks
33
23
Portfolio P/E
52.72
49.89
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%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%