Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs White Whale - North Star Portfolio
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Motilal Oswal - Mid to Mega strategy
White Whale - North Star 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%
1.86%
6 Months
19.62%
12.33%
1 Year
12.19%
4.88%
3 Years
23.51%
11.50%
5 Years
13.96%
8.05%
Since Inception
23.13%
12.28%
Fund Age
6 yrs 7 mo
5 yrs 9 mo
AUM
₹2,332.81 Cr
₹65.79 Cr
Alpha – 1 Year
9.21%
5.23%
Alpha – 3 Years
11.63%
2.50%
Information Ratio – 3 Years
0.83
0.20
Volatility – 1 Year
26.11%
22.05%
Volatility – 3 Years
21.82%
16.19%
Beta – 1 Year
1.32
1.25
Beta – 3 Years
1.14
0.98
Sharpe Ratio – 1 Year
0.33
0.08
Sharpe Ratio – 3 Years
0.83
0.38
Worst Rolling Year
12.50%
2.51%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−24.27%
−22.63%
Recovery Period
461 days
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
10.42%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 46% · M 9% · S 40%
Number of Stocks
33
16
Portfolio P/E
52.72
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%