Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Right Horizons - Perennial
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Motilal Oswal - Mid to Mega strategy
Right Horizons - Perennial
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%
−0.19%
6 Months
19.62%
11.46%
1 Year
12.19%
8.21%
3 Years
23.51%
12.09%
5 Years
13.96%
11.81%
Since Inception
23.13%
13.34%
Fund Age
6 yrs 7 mo
5 yrs 3 mo
AUM
₹2,332.81 Cr
₹34.29 Cr
Alpha – 1 Year
9.21%
5.23%
Alpha – 3 Years
11.63%
0.21%
Information Ratio – 3 Years
0.83
0.17
Volatility – 1 Year
26.11%
24.84%
Volatility – 3 Years
21.82%
21.42%
Beta – 1 Year
1.32
1.25
Beta – 3 Years
1.14
1.08
Sharpe Ratio – 1 Year
0.33
0.21
Sharpe Ratio – 3 Years
0.83
0.49
Worst Rolling Year
12.50%
7.11%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−24.27%
−34.77%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 5% · M 7% · S 69%
Number of Stocks
33
37
Portfolio P/E
52.72
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2.5% / 0% / 0%