Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Right Horizons - Alliance
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%
1.80%
6 Months
19.62%
2.80%
1 Year
12.19%
4.89%
3 Years
23.51%
12.23%
5 Years
13.96%
10.64%
Since Inception
23.13%
8.93%
Fund Age
6 yrs 7 mo
12 yrs
AUM
₹2,332.81 Cr
₹134.76 Cr
Alpha – 1 Year
9.21%
−1.08%
Alpha – 3 Years
11.63%
1.34%
Information Ratio – 3 Years
0.83
0.07
Volatility – 1 Year
26.11%
10.79%
Volatility – 3 Years
21.82%
9.62%
Beta – 1 Year
1.32
1.04
Beta – 3 Years
1.14
1.10
Sharpe Ratio – 1 Year
0.33
-0.01
Sharpe Ratio – 3 Years
0.83
0.69
Worst Rolling Year
12.50%
0.05%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−24.27%
−11.50%
Recovery Period
461 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
23.13%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 50% · M 11% · S 8%
Number of Stocks
33
33
Portfolio P/E
52.72
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –