Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Prudent Equity Growth Strategy
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Prudent Equity Growth Strategy
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%
−2.67%
6 Months
19.62%
4.01%
1 Year
12.19%
3.88%
3 Years
23.51%
—
5 Years
13.96%
—
Since Inception
23.13%
−1.21%
Fund Age
6 yrs 7 mo
2 yrs 1 mo
AUM
₹2,332.81 Cr
₹29.71 Cr
Alpha – 1 Year
9.21%
−0.84%
Alpha – 3 Years
11.63%
—
Information Ratio – 3 Years
0.83
—
Volatility – 1 Year
26.11%
22.02%
Volatility – 3 Years
21.82%
—
Beta – 1 Year
1.32
1.16
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.33
0.03
Sharpe Ratio – 3 Years
0.83
—
Worst Rolling Year
12.50%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−24.27%
−15.04%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.13%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 33% · S 52%
M 9% · S 73%
Number of Stocks
33
—
Portfolio P/E
52.72
—
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%
—
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 0% / 0%