Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
ValueQuest - Growth
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%
1.42%
6 Months
19.62%
31.94%
1 Year
12.19%
21.84%
3 Years
23.51%
17.21%
5 Years
13.96%
16.75%
Since Inception
23.13%
18.18%
Fund Age
6 yrs 7 mo
13 yrs 5 mo
AUM
₹2,332.81 Cr
₹2,035.08 Cr
Alpha – 1 Year
9.21%
18.86%
Alpha – 3 Years
11.63%
5.32%
Information Ratio – 3 Years
0.83
0.50
Volatility – 1 Year
26.11%
24.29%
Volatility – 3 Years
21.82%
19.24%
Beta – 1 Year
1.32
1.15
Beta – 3 Years
1.14
1.04
Sharpe Ratio – 1 Year
0.33
0.70
Sharpe Ratio – 3 Years
0.83
0.65
Worst Rolling Year
12.50%
-15.08%
Value at Worst Rolling Year
₹1.13 Cr
₹0.85 Cr
Deepest Drawdown
−24.27%
−8.16%
Recovery Period
461 days
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
23.13%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 14% · M 33% · S 52%
L 23% · M 1% · S 69%
Number of Stocks
33
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%