Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
Right Horizons - Alliance
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%
1.80%
6 Months
8.66%
2.80%
1 Year
4.44%
4.89%
3 Years
14.48%
12.23%
5 Years
8.94%
10.64%
Since Inception
14.23%
8.93%
Fund Age
18 yrs 11 mo
12 yrs
AUM
₹4,562.38 Cr
₹134.76 Cr
Alpha – 1 Year
1.46%
−1.08%
Alpha – 3 Years
2.60%
1.34%
Information Ratio – 3 Years
0.08
0.07
Volatility – 1 Year
20.33%
10.79%
Volatility – 3 Years
19.22%
9.62%
Beta – 1 Year
1.12
1.04
Beta – 3 Years
1.12
1.10
Sharpe Ratio – 1 Year
0.00
-0.01
Sharpe Ratio – 3 Years
0.51
0.69
Worst Rolling Year
-6.78%
0.05%
Value at Worst Rolling Year
₹0.93 Cr
₹1.00 Cr
Deepest Drawdown
−26.97%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
96.01%
99.79%
Median Rolling Year
15.06%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 42% · S 38%
L 50% · M 11% · S 8%
Number of Stocks
33
33
Portfolio P/E
40.71
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –