Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.69%
4.94%
6 Months
8.66%
11.49%
1 Year
4.44%
3.89%
3 Years
14.48%
8.19%
5 Years
8.94%
11.02%
Since Inception
14.23%
10.97%
Fund Age
18 yrs 11 mo
13 yrs 8 mo
AUM
₹4,562.38 Cr
₹360.51 Cr
Alpha – 1 Year
1.46%
0.91%
Alpha – 3 Years
2.60%
−3.69%
Information Ratio – 3 Years
0.08
-0.18
Volatility – 1 Year
20.33%
23.04%
Volatility – 3 Years
19.22%
19.34%
Beta – 1 Year
1.12
1.26
Beta – 3 Years
1.12
1.17
Sharpe Ratio – 1 Year
0.00
0.04
Sharpe Ratio – 3 Years
0.51
0.30
Worst Rolling Year
-6.78%
-8.10%
Value at Worst Rolling Year
₹0.93 Cr
₹0.92 Cr
Deepest Drawdown
−26.97%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.01%
95.59%
Median Rolling Year
15.06%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 42% · S 38%
L 38% · M 28% · S 33%
Number of Stocks
33
29
Portfolio P/E
40.71
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%