Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Quest Investment Managers – Flagship
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%
6.42%
6 Months
19.62%
15.63%
1 Year
12.19%
0.27%
3 Years
23.51%
12.69%
5 Years
13.96%
8.81%
Since Inception
23.13%
15.48%
Fund Age
6 yrs 7 mo
18 yrs 10 mo
AUM
₹2,332.81 Cr
₹406.27 Cr
Alpha – 1 Year
9.21%
−4.45%
Alpha – 3 Years
11.63%
0.61%
Information Ratio – 3 Years
0.83
0.21
Volatility – 1 Year
26.11%
22.89%
Volatility – 3 Years
21.82%
19.09%
Beta – 1 Year
1.32
1.13
Beta – 3 Years
1.14
1.05
Sharpe Ratio – 1 Year
0.33
-0.11
Sharpe Ratio – 3 Years
0.83
0.45
Worst Rolling Year
12.50%
-10.83%
Value at Worst Rolling Year
₹1.13 Cr
₹0.89 Cr
Deepest Drawdown
−24.27%
−31.17%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
23.13%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 28% · M 26% · S 45%
Number of Stocks
33
29
Portfolio P/E
52.72
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%