Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Profusion Multi Strategy PMS
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%
0.32%
6 Months
11.75%
4.47%
1 Year
−2.37%
−9.70%
3 Years
17.81%
—
5 Years
14.66%
—
Since Inception
18.91%
13.40%
Fund Age
23 yrs 5 mo
2 yrs 8 mo
AUM
₹3,220.2 Cr
₹11.72 Cr
Alpha – 1 Year
−5.35%
−4.20%
Alpha – 3 Years
5.93%
—
Information Ratio – 3 Years
0.54
—
Volatility – 1 Year
21.49%
9.16%
Volatility – 3 Years
20.84%
—
Beta – 1 Year
1.07
0.51
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
-0.27
-1.67
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
-7.44%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−27.33%
−14.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
—
Median Rolling Year
14.52%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 48% · S 19%
L 17% · M 21% · S 9%
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%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%