Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
11.42%
6 Months
19.62%
35.03%
1 Year
12.19%
37.21%
3 Years
23.51%
27.05%
5 Years
13.96%
21.76%
Since Inception
23.13%
19.33%
Fund Age
6 yrs 7 mo
6 yrs 10 mo
AUM
₹2,332.81 Cr
₹2,975 Cr
Alpha – 1 Year
9.21%
23.77%
Alpha – 3 Years
11.63%
6.78%
Information Ratio – 3 Years
0.83
5.24
Volatility – 1 Year
26.11%
18.59%
Volatility – 3 Years
21.82%
19.39%
Beta – 1 Year
1.32
1.23
Beta – 3 Years
1.14
1.12
Sharpe Ratio – 1 Year
0.33
1.44
Sharpe Ratio – 3 Years
0.83
0.98
Worst Rolling Year
12.50%
-6.18%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−24.27%
—
Recovery Period
461 days
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
23.13%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
—
Number of Stocks
33
14
Portfolio P/E
52.72
25.70
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%
—
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%