Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
NJ - 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%
−1.21%
6 Months
11.75%
5.09%
1 Year
−2.37%
0.26%
3 Years
17.81%
9.53%
5 Years
14.66%
5.40%
Since Inception
18.91%
12.09%
Fund Age
23 yrs 5 mo
8 yrs 5 mo
AUM
₹3,220.2 Cr
₹1,644.09 Cr
Alpha – 1 Year
−5.35%
0.61%
Alpha – 3 Years
5.93%
0.54%
Information Ratio – 3 Years
0.54
0.06
Volatility – 1 Year
21.49%
17.94%
Volatility – 3 Years
20.84%
17.25%
Beta – 1 Year
1.07
1.03
Beta – 3 Years
1.13
1.11
Sharpe Ratio – 1 Year
-0.27
-0.20
Sharpe Ratio – 3 Years
0.64
0.31
Worst Rolling Year
-7.44%
2.29%
Value at Worst Rolling Year
₹0.93 Cr
₹1.02 Cr
Deepest Drawdown
−27.33%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 49% · M 36% · S 14%
Number of Stocks
27
20
Portfolio P/E
57.85
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%