Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
4.41%
6 Months
19.62%
0.07%
1 Year
12.19%
4.08%
3 Years
23.51%
6.47%
5 Years
13.96%
—
Since Inception
23.13%
11.08%
Fund Age
6 yrs 7 mo
6 yrs 6 mo
AUM
₹2,332.81 Cr
₹1.91 Cr
Alpha – 1 Year
9.21%
4.51%
Alpha – 3 Years
11.63%
−2.09%
Information Ratio – 3 Years
0.83
-0.44
Volatility – 1 Year
26.11%
16.64%
Volatility – 3 Years
21.82%
14.35%
Beta – 1 Year
1.32
0.98
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.33
-0.01
Sharpe Ratio – 3 Years
0.83
0.13
Worst Rolling Year
12.50%
5.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−24.27%
−18.42%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 33% · S 52%
L 90% · M 7%
Number of Stocks
33
50
Portfolio P/E
52.72
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –