Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.17%
2.21%
6 Months
19.62%
21.04%
1 Year
12.19%
21.34%
3 Years
23.51%
19.08%
5 Years
13.96%
23.67%
Since Inception
23.13%
—
Fund Age
6 yrs 7 mo
6 yrs 4 mo
AUM
₹2,332.81 Cr
₹364.08 Cr
Alpha – 1 Year
9.21%
21.69%
Alpha – 3 Years
11.63%
10.08%
Information Ratio – 3 Years
0.83
0.52
Volatility – 1 Year
26.11%
32.28%
Volatility – 3 Years
21.82%
28.08%
Beta – 1 Year
1.32
1.47
Beta – 3 Years
1.14
1.60
Sharpe Ratio – 1 Year
0.33
0.58
Sharpe Ratio – 3 Years
0.83
0.57
Worst Rolling Year
12.50%
15.61%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−24.27%
−31.98%
Recovery Period
461 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 90% · M 10%
Number of Stocks
33
—
Portfolio P/E
52.72
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%