Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Phillip Capital - Emerging India 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%
3.88%
6 Months
11.75%
18.21%
1 Year
−2.37%
11.44%
3 Years
17.81%
9.27%
5 Years
14.66%
10.90%
Since Inception
18.91%
13.08%
Fund Age
23 yrs 5 mo
9 yrs
AUM
₹3,220.2 Cr
₹29.3 Cr
Alpha – 1 Year
−5.35%
6.74%
Alpha – 3 Years
5.93%
−1.95%
Information Ratio – 3 Years
0.54
-0.21
Volatility – 1 Year
21.49%
23.26%
Volatility – 3 Years
20.84%
18.09%
Beta – 1 Year
1.07
1.21
Beta – 3 Years
1.13
0.98
Sharpe Ratio – 1 Year
-0.27
0.35
Sharpe Ratio – 3 Years
0.64
0.32
Worst Rolling Year
-7.44%
0.11%
Value at Worst Rolling Year
₹0.93 Cr
₹1.00 Cr
Deepest Drawdown
−27.33%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
94.32%
99.73%
Median Rolling Year
14.52%
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 6% · M 32% · S 55%
Number of Stocks
27
23
Portfolio P/E
57.85
49.89
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%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%