Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.17%
6.38%
6 Months
19.62%
30.29%
1 Year
12.19%
21.45%
3 Years
23.51%
18.94%
5 Years
13.96%
—
Since Inception
23.13%
23.25%
Fund Age
6 yrs 7 mo
3 yrs 1 mo
AUM
₹2,332.81 Cr
₹185.04 Cr
Alpha – 1 Year
9.21%
16.73%
Alpha – 3 Years
11.63%
6.85%
Information Ratio – 3 Years
0.83
0.59
Volatility – 1 Year
26.11%
29.11%
Volatility – 3 Years
21.82%
25.42%
Beta – 1 Year
1.32
1.26
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
0.33
0.62
Sharpe Ratio – 3 Years
0.83
0.60
Worst Rolling Year
12.50%
18.95%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−24.27%
−27.74%
Recovery Period
461 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 33% · S 52%
—
Number of Stocks
33
40
Portfolio P/E
52.72
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%