Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Sameeksha - Equity 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%
−0.38%
6 Months
19.62%
11.48%
1 Year
12.19%
7.29%
3 Years
23.51%
16.29%
5 Years
13.96%
16.45%
Since Inception
23.13%
20.67%
Fund Age
6 yrs 7 mo
10 yrs 4 mo
AUM
₹2,332.81 Cr
₹1,333.94 Cr
Alpha – 1 Year
9.21%
2.57%
Alpha – 3 Years
11.63%
4.20%
Information Ratio – 3 Years
0.83
0.52
Volatility – 1 Year
26.11%
21.33%
Volatility – 3 Years
21.82%
16.22%
Beta – 1 Year
1.32
1.18
Beta – 3 Years
1.14
0.93
Sharpe Ratio – 1 Year
0.33
0.18
Sharpe Ratio – 3 Years
0.83
0.69
Worst Rolling Year
12.50%
-0.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.99 Cr
Deepest Drawdown
−24.27%
−19.36%
Recovery Period
461 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
23.13%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
—
Number of Stocks
33
50
Portfolio P/E
52.72
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 0% / 0%