Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
1.32%
6 Months
19.62%
3.83%
1 Year
12.19%
9.77%
3 Years
23.51%
13.19%
5 Years
13.96%
12.01%
Since Inception
23.13%
14.38%
Fund Age
6 yrs 7 mo
6 yrs 8 mo
AUM
₹2,332.81 Cr
₹42.66 Cr
Alpha – 1 Year
9.21%
3.80%
Alpha – 3 Years
11.63%
2.30%
Information Ratio – 3 Years
0.83
0.23
Volatility – 1 Year
26.11%
15.84%
Volatility – 3 Years
21.82%
12.64%
Beta – 1 Year
1.32
1.56
Beta – 3 Years
1.14
1.48
Sharpe Ratio – 1 Year
0.33
0.32
Sharpe Ratio – 3 Years
0.83
0.70
Worst Rolling Year
12.50%
9.09%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−24.27%
−15.18%
Recovery Period
461 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 37% · M 21% · S 27%
Number of Stocks
33
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%