Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
19.62%
13.10%
1 Year
12.19%
18.11%
3 Years
23.51%
14.56%
5 Years
13.96%
8.71%
Since Inception
23.13%
13.67%
Fund Age
6 yrs 7 mo
11 yrs 2 mo
AUM
₹2,332.81 Cr
₹138.06 Cr
Alpha – 1 Year
9.21%
18.46%
Alpha – 3 Years
11.63%
5.57%
Information Ratio – 3 Years
0.83
0.62
Volatility – 1 Year
26.11%
22.83%
Volatility – 3 Years
21.82%
16.72%
Beta – 1 Year
1.32
1.29
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.33
0.61
Sharpe Ratio – 3 Years
0.83
0.55
Worst Rolling Year
12.50%
-8.44%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−24.27%
−17.10%
Recovery Period
461 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
23.13%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 38% · M 14% · S 45%
Number of Stocks
33
18
Portfolio P/E
52.72
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%