Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.78%
5.68%
6 Months
11.75%
10.98%
1 Year
−2.37%
10.72%
3 Years
17.81%
15.83%
5 Years
14.66%
13.58%
Since Inception
18.91%
14.48%
Fund Age
23 yrs 5 mo
21 yrs 11 mo
AUM
₹3,220.2 Cr
₹8.51 Cr
Alpha – 1 Year
−5.35%
6.00%
Alpha – 3 Years
5.93%
3.74%
Information Ratio – 3 Years
0.54
0.71
Volatility – 1 Year
21.49%
16.38%
Volatility – 3 Years
20.84%
14.45%
Beta – 1 Year
1.07
0.87
Beta – 3 Years
1.13
0.89
Sharpe Ratio – 1 Year
-0.27
0.33
Sharpe Ratio – 3 Years
0.64
0.72
Worst Rolling Year
-7.44%
-12.28%
Value at Worst Rolling Year
₹0.93 Cr
₹0.88 Cr
Deepest Drawdown
−27.33%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
94.32%
90.88%
Median Rolling Year
14.52%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
L 28% · M 48% · S 19%
L 23% · M 15% · S 43%
Number of Stocks
27
30
Portfolio P/E
57.85
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%