Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Unifi Blended - Rangoli
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%
3.17%
6 Months
19.62%
10.91%
1 Year
12.19%
10.45%
3 Years
23.51%
10.60%
5 Years
13.96%
10.74%
Since Inception
23.13%
18.07%
Fund Age
6 yrs 7 mo
9 yrs 2 mo
AUM
₹2,332.81 Cr
₹11,464.61 Cr
Alpha – 1 Year
9.21%
5.73%
Alpha – 3 Years
11.63%
−1.49%
Information Ratio – 3 Years
0.83
-0.11
Volatility – 1 Year
26.11%
18.78%
Volatility – 3 Years
21.82%
16.83%
Beta – 1 Year
1.32
1.04
Beta – 3 Years
1.14
1.02
Sharpe Ratio – 1 Year
0.33
0.34
Sharpe Ratio – 3 Years
0.83
0.37
Worst Rolling Year
12.50%
4.89%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−24.27%
−19.94%
Recovery Period
461 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 24% · M 11% · S 66%
Number of Stocks
33
—
Portfolio P/E
52.72
21.80
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
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%
0% / 0% / 0%