Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.69%
1.32%
6 Months
8.66%
3.83%
1 Year
4.44%
9.77%
3 Years
14.48%
13.19%
5 Years
8.94%
12.01%
Since Inception
14.23%
14.38%
Fund Age
18 yrs 11 mo
6 yrs 8 mo
AUM
₹4,562.38 Cr
₹42.66 Cr
Alpha – 1 Year
1.46%
3.80%
Alpha – 3 Years
2.60%
2.30%
Information Ratio – 3 Years
0.08
0.23
Volatility – 1 Year
20.33%
15.84%
Volatility – 3 Years
19.22%
12.64%
Beta – 1 Year
1.12
1.56
Beta – 3 Years
1.12
1.48
Sharpe Ratio – 1 Year
0.00
0.32
Sharpe Ratio – 3 Years
0.51
0.70
Worst Rolling Year
-6.78%
9.09%
Value at Worst Rolling Year
₹0.93 Cr
₹1.09 Cr
Deepest Drawdown
−26.97%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
96.01%
100.00%
Median Rolling Year
15.06%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 42% · S 38%
L 37% · M 21% · S 27%
Number of Stocks
33
16
Portfolio P/E
40.71
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%