Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Purnartha Pratham 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%
5.49%
6 Months
19.62%
9.46%
1 Year
12.19%
17.52%
3 Years
23.51%
14.28%
5 Years
13.96%
9.02%
Since Inception
23.13%
12.49%
Fund Age
6 yrs 7 mo
5 yrs 11 mo
AUM
₹2,332.81 Cr
₹1,633.45 Cr
Alpha – 1 Year
9.21%
12.80%
Alpha – 3 Years
11.63%
2.19%
Information Ratio – 3 Years
0.83
0.28
Volatility – 1 Year
26.11%
23.87%
Volatility – 3 Years
21.82%
18.97%
Beta – 1 Year
1.32
1.12
Beta – 3 Years
1.14
1.06
Sharpe Ratio – 1 Year
0.33
0.57
Sharpe Ratio – 3 Years
0.83
0.55
Worst Rolling Year
12.50%
7.21%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−24.27%
−20.29%
Recovery Period
461 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 14% · M 11% · S 40%
Number of Stocks
33
—
Portfolio P/E
52.72
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables 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%