Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
ORO - All Weather Portfolio
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%
−0.19%
6 Months
11.75%
−0.42%
1 Year
−2.37%
−4.58%
3 Years
17.81%
16.32%
5 Years
14.66%
13.17%
Since Inception
18.91%
13.94%
Fund Age
23 yrs 5 mo
6 yrs 6 mo
AUM
₹3,220.2 Cr
₹13.16 Cr
Alpha – 1 Year
−5.35%
−7.56%
Alpha – 3 Years
5.93%
4.42%
Information Ratio – 3 Years
0.54
0.49
Volatility – 1 Year
21.49%
16.90%
Volatility – 3 Years
20.84%
17.54%
Beta – 1 Year
1.07
0.86
Beta – 3 Years
1.13
0.99
Sharpe Ratio – 1 Year
-0.27
-0.52
Sharpe Ratio – 3 Years
0.64
0.69
Worst Rolling Year
-7.44%
3.91%
Value at Worst Rolling Year
₹0.93 Cr
₹1.04 Cr
Deepest Drawdown
−27.33%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 66% · M 23%
Number of Stocks
27
20
Portfolio P/E
57.85
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%