Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
8.66%
11.30%
1 Year
4.44%
5.88%
3 Years
14.48%
—
5 Years
8.94%
—
Since Inception
14.23%
10.85%
Fund Age
18 yrs 11 mo
2 yrs 5 mo
AUM
₹4,562.38 Cr
₹45.96 Cr
Alpha – 1 Year
1.46%
−0.98%
Alpha – 3 Years
2.60%
—
Information Ratio – 3 Years
0.08
—
Volatility – 1 Year
20.33%
21.88%
Volatility – 3 Years
19.22%
—
Beta – 1 Year
1.12
2.00
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.00
0.12
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
-6.78%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−26.97%
−19.87%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.01%
—
Median Rolling Year
15.06%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 42% · S 38%
L 12% · M 4% · S 66%
Number of Stocks
33
39
Portfolio P/E
40.71
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1.5% / 1%