Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
NAFA - Emerging Bluechip
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
0.78%
0.39%
6 Months
11.75%
5.71%
1 Year
−2.37%
−0.97%
3 Years
17.81%
8.86%
5 Years
14.66%
14.20%
Since Inception
18.91%
14.76%
Fund Age
23 yrs 5 mo
10 yrs 5 mo
AUM
₹3,220.2 Cr
₹447.76 Cr
Alpha – 1 Year
−5.35%
−2.83%
Alpha – 3 Years
5.93%
−3.22%
Information Ratio – 3 Years
0.54
0.04
Volatility – 1 Year
21.49%
24.79%
Volatility – 3 Years
20.84%
21.25%
Beta – 1 Year
1.07
1.35
Beta – 3 Years
1.13
1.20
Sharpe Ratio – 1 Year
-0.27
-0.14
Sharpe Ratio – 3 Years
0.64
0.31
Worst Rolling Year
-7.44%
-13.00%
Value at Worst Rolling Year
₹0.93 Cr
₹0.87 Cr
Deepest Drawdown
−27.33%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
84.68%
Median Rolling Year
14.52%
19.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 2% · M 12% · S 84%
Number of Stocks
27
32
Portfolio P/E
57.85
33.69
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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%