Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Unifi BCAD-2-BREAKOUT 20
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Motilal Oswal - Mid to Mega strategy
Unifi BCAD-2-BREAKOUT 20
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%
3.01%
6 Months
19.62%
9.93%
1 Year
12.19%
7.49%
3 Years
23.51%
9.34%
5 Years
13.96%
—
Since Inception
23.13%
11.87%
Fund Age
6 yrs 7 mo
4 yrs 7 mo
AUM
₹2,332.81 Cr
₹1,953.44 Cr
Alpha – 1 Year
9.21%
2.77%
Alpha – 3 Years
11.63%
−2.75%
Information Ratio – 3 Years
0.83
-0.26
Volatility – 1 Year
26.11%
19.15%
Volatility – 3 Years
21.82%
16.91%
Beta – 1 Year
1.32
1.06
Beta – 3 Years
1.14
1.03
Sharpe Ratio – 1 Year
0.33
0.19
Sharpe Ratio – 3 Years
0.83
0.30
Worst Rolling Year
12.50%
8.22%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−24.27%
−20.91%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
12.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 33% · S 52%
L 17% · M 8% · S 75%
Number of Stocks
33
—
Portfolio P/E
52.72
23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—