Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
19.62%
31.10%
1 Year
12.19%
52.47%
3 Years
23.51%
17.74%
5 Years
13.96%
16.38%
Since Inception
23.13%
15.58%
Fund Age
6 yrs 7 mo
16 yrs 9 mo
AUM
₹2,332.81 Cr
₹132.42 Cr
Alpha – 1 Year
9.21%
47.75%
Alpha – 3 Years
11.63%
5.65%
Information Ratio – 3 Years
0.83
0.46
Volatility – 1 Year
26.11%
26.74%
Volatility – 3 Years
21.82%
21.32%
Beta – 1 Year
1.32
1.30
Beta – 3 Years
1.14
0.97
Sharpe Ratio – 1 Year
0.33
1.52
Sharpe Ratio – 3 Years
0.83
0.68
Worst Rolling Year
12.50%
-15.93%
Value at Worst Rolling Year
₹1.13 Cr
₹0.84 Cr
Deepest Drawdown
−24.27%
−20.79%
Recovery Period
461 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
23.13%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 14% · M 33% · S 52%
M 9% · S 83%
Number of Stocks
33
26
Portfolio P/E
52.72
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%