Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Valcreate Lifesciences and Specialty Opportunities
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%
6.35%
6 Months
19.62%
17.95%
1 Year
12.19%
21.71%
3 Years
23.51%
19.34%
5 Years
13.96%
—
Since Inception
23.13%
19.34%
Fund Age
6 yrs 7 mo
3 yrs 6 mo
AUM
₹2,332.81 Cr
₹18.73 Cr
Alpha – 1 Year
9.21%
16.99%
Alpha – 3 Years
11.63%
7.25%
Information Ratio – 3 Years
0.83
0.85
Volatility – 1 Year
26.11%
22.22%
Volatility – 3 Years
21.82%
20.72%
Beta – 1 Year
1.32
0.87
Beta – 3 Years
1.14
0.89
Sharpe Ratio – 1 Year
0.33
0.75
Sharpe Ratio – 3 Years
0.83
0.85
Worst Rolling Year
12.50%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−24.27%
—
Recovery Period
461 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.13%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 33% · S 52%
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%