Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
3.93%
6 Months
19.62%
25.32%
1 Year
12.19%
18.21%
3 Years
23.51%
32.70%
5 Years
13.96%
23.63%
Since Inception
23.13%
28.38%
Fund Age
6 yrs 7 mo
7 yrs 10 mo
AUM
₹2,332.81 Cr
₹8,686.39 Cr
Alpha – 1 Year
9.21%
13.49%
Alpha – 3 Years
11.63%
20.61%
Information Ratio – 3 Years
0.83
1.92
Volatility – 1 Year
26.11%
22.97%
Volatility – 3 Years
21.82%
19.40%
Beta – 1 Year
1.32
1.12
Beta – 3 Years
1.14
0.98
Sharpe Ratio – 1 Year
0.33
0.61
Sharpe Ratio – 3 Years
0.83
1.30
Worst Rolling Year
12.50%
17.00%
Value at Worst Rolling Year
₹1.13 Cr
₹1.17 Cr
Deepest Drawdown
−24.27%
−22.23%
Recovery Period
461 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 37% · M 30% · S 25%
Number of Stocks
33
43
Portfolio P/E
52.72
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%