Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Solidarity Advisors - Prudence
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%
8.45%
6 Months
19.62%
29.49%
1 Year
12.19%
37.09%
3 Years
23.51%
18.49%
5 Years
13.96%
12.39%
Since Inception
23.13%
18.64%
Fund Age
6 yrs 7 mo
10 yrs 3 mo
AUM
₹2,332.81 Cr
₹1,760.35 Cr
Alpha – 1 Year
9.21%
32.37%
Alpha – 3 Years
11.63%
6.40%
Information Ratio – 3 Years
0.83
0.52
Volatility – 1 Year
26.11%
25.02%
Volatility – 3 Years
21.82%
18.27%
Beta – 1 Year
1.32
1.22
Beta – 3 Years
1.14
0.89
Sharpe Ratio – 1 Year
0.33
1.18
Sharpe Ratio – 3 Years
0.83
0.74
Worst Rolling Year
12.50%
-0.28%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−24.27%
−13.15%
Recovery Period
461 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
23.13%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 11% · S 71%
Number of Stocks
33
13
Portfolio P/E
52.72
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%