Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
8.66%
13.10%
1 Year
4.44%
18.11%
3 Years
14.48%
14.56%
5 Years
8.94%
8.71%
Since Inception
14.23%
13.67%
Fund Age
18 yrs 11 mo
11 yrs 2 mo
AUM
₹4,562.38 Cr
₹138.06 Cr
Alpha – 1 Year
1.46%
18.46%
Alpha – 3 Years
2.60%
5.57%
Information Ratio – 3 Years
0.08
0.62
Volatility – 1 Year
20.33%
22.83%
Volatility – 3 Years
19.22%
16.72%
Beta – 1 Year
1.12
1.29
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.00
0.61
Sharpe Ratio – 3 Years
0.51
0.55
Worst Rolling Year
-6.78%
-8.44%
Value at Worst Rolling Year
₹0.93 Cr
₹0.92 Cr
Deepest Drawdown
−26.97%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
96.01%
92.53%
Median Rolling Year
15.06%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 42% · S 38%
L 38% · M 14% · S 45%
Number of Stocks
33
18
Portfolio P/E
40.71
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%