Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
NJ - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.69%
2.92%
6 Months
8.66%
8.20%
1 Year
4.44%
15.48%
3 Years
14.48%
18.05%
5 Years
8.94%
15.54%
Since Inception
14.23%
14.61%
Fund Age
18 yrs 11 mo
10 yrs 4 mo
AUM
₹4,562.38 Cr
₹747.6 Cr
Alpha – 1 Year
1.46%
15.83%
Alpha – 3 Years
2.60%
9.06%
Information Ratio – 3 Years
0.08
0.72
Volatility – 1 Year
20.33%
18.67%
Volatility – 3 Years
19.22%
21.45%
Beta – 1 Year
1.12
1.12
Beta – 3 Years
1.12
1.31
Sharpe Ratio – 1 Year
0.00
0.58
Sharpe Ratio – 3 Years
0.51
0.64
Worst Rolling Year
-6.78%
-13.89%
Value at Worst Rolling Year
₹0.93 Cr
₹0.86 Cr
Deepest Drawdown
−26.97%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.01%
77.45%
Median Rolling Year
15.06%
21.11%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 42% · S 38%
L 35% · M 50% · S 14%
Number of Stocks
33
25
Portfolio P/E
40.71
31.22
Top 5 Holdings
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%