Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Pace - Flexi
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Pace - Flexi
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%
0.57%
6 Months
11.75%
3.80%
1 Year
−2.37%
20.95%
3 Years
17.81%
16.43%
5 Years
14.66%
15.76%
Since Inception
18.91%
14.79%
Fund Age
23 yrs 5 mo
5 yrs 8 mo
AUM
₹3,220.2 Cr
₹116.87 Cr
Alpha – 1 Year
−5.35%
13.41%
Alpha – 3 Years
5.93%
5.18%
Information Ratio – 3 Years
0.54
0.32
Volatility – 1 Year
21.49%
9.08%
Volatility – 3 Years
20.84%
12.28%
Beta – 1 Year
1.07
0.54
Beta – 3 Years
1.13
0.90
Sharpe Ratio – 1 Year
-0.27
1.56
Sharpe Ratio – 3 Years
0.64
0.88
Worst Rolling Year
-7.44%
10.68%
Value at Worst Rolling Year
₹0.93 Cr
₹1.11 Cr
Deepest Drawdown
−27.33%
−18.39%
Recovery Period
Not yet recovered
200 days
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
16.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
—
Number of Stocks
27
—
Portfolio P/E
57.85
—
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%
—
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
—
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%