Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Right Horizons - Super Value Fund
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%
3.00%
6 Months
19.62%
20.83%
1 Year
12.19%
12.18%
3 Years
23.51%
13.97%
5 Years
13.96%
17.12%
Since Inception
23.13%
15.75%
Fund Age
6 yrs 7 mo
13 yrs 8 mo
AUM
₹2,332.81 Cr
₹205.48 Cr
Alpha – 1 Year
9.21%
9.20%
Alpha – 3 Years
11.63%
2.09%
Information Ratio – 3 Years
0.83
0.40
Volatility – 1 Year
26.11%
27.53%
Volatility – 3 Years
21.82%
22.15%
Beta – 1 Year
1.32
1.45
Beta – 3 Years
1.14
1.20
Sharpe Ratio – 1 Year
0.33
0.35
Sharpe Ratio – 3 Years
0.83
0.55
Worst Rolling Year
12.50%
-9.57%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−24.27%
−29.31%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
23.13%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 14% · M 33% · S 52%
L 17% · M 21% · S 60%
Number of Stocks
33
30
Portfolio P/E
52.72
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 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%
2% / 1% / 0%