Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
8.66%
31.10%
1 Year
4.44%
52.47%
3 Years
14.48%
17.74%
5 Years
8.94%
16.38%
Since Inception
14.23%
15.58%
Fund Age
18 yrs 11 mo
16 yrs 9 mo
AUM
₹4,562.38 Cr
₹132.42 Cr
Alpha – 1 Year
1.46%
47.75%
Alpha – 3 Years
2.60%
5.65%
Information Ratio – 3 Years
0.08
0.46
Volatility – 1 Year
20.33%
26.74%
Volatility – 3 Years
19.22%
21.32%
Beta – 1 Year
1.12
1.30
Beta – 3 Years
1.12
0.97
Sharpe Ratio – 1 Year
0.00
1.52
Sharpe Ratio – 3 Years
0.51
0.68
Worst Rolling Year
-6.78%
-15.93%
Value at Worst Rolling Year
₹0.93 Cr
₹0.84 Cr
Deepest Drawdown
−26.97%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
96.01%
89.14%
Median Rolling Year
15.06%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 16% · M 42% · S 38%
M 9% · S 83%
Number of Stocks
33
26
Portfolio P/E
40.71
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%