Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
SageOne Large and Midcap Portfolio
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%
2.20%
6 Months
19.62%
6.00%
1 Year
12.19%
4.90%
3 Years
23.51%
18.50%
5 Years
13.96%
—
Since Inception
23.13%
16.60%
Fund Age
6 yrs 7 mo
3 yrs
AUM
₹2,332.81 Cr
₹209.72 Cr
Alpha – 1 Year
9.21%
0.20%
Alpha – 3 Years
11.63%
6.40%
Information Ratio – 3 Years
0.83
1.16
Volatility – 1 Year
26.11%
19.79%
Volatility – 3 Years
21.82%
17.07%
Beta – 1 Year
1.32
1.06
Beta – 3 Years
1.14
1.05
Sharpe Ratio – 1 Year
0.33
0.07
Sharpe Ratio – 3 Years
0.83
0.81
Worst Rolling Year
12.50%
18.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−24.27%
−19.68%
Recovery Period
461 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 33% · S 52%
L 67% · M 33%
Number of Stocks
33
24
Portfolio P/E
52.72
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%