Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
19.62%
12.07%
1 Year
12.19%
11.66%
3 Years
23.51%
13.52%
5 Years
13.96%
—
Since Inception
23.13%
14.98%
Fund Age
6 yrs 7 mo
3 yrs 6 mo
AUM
₹2,332.81 Cr
₹447.27 Cr
Alpha – 1 Year
9.21%
6.94%
Alpha – 3 Years
11.63%
1.43%
Information Ratio – 3 Years
0.83
0.13
Volatility – 1 Year
26.11%
21.15%
Volatility – 3 Years
21.82%
18.85%
Beta – 1 Year
1.32
1.14
Beta – 3 Years
1.14
1.10
Sharpe Ratio – 1 Year
0.33
0.37
Sharpe Ratio – 3 Years
0.83
0.48
Worst Rolling Year
12.50%
10.55%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−24.27%
−17.40%
Recovery Period
461 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
14.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 33% · S 52%
L 28% · M 19% · S 29%
Number of Stocks
33
—
Portfolio P/E
52.72
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%