Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Quest Investment Managers – Multi
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%
6.28%
6 Months
11.75%
16.32%
1 Year
−2.37%
11.67%
3 Years
17.81%
19.26%
5 Years
14.66%
13.96%
Since Inception
18.91%
16.00%
Fund Age
23 yrs 5 mo
12 yrs
AUM
₹3,220.2 Cr
₹725.3 Cr
Alpha – 1 Year
−5.35%
6.95%
Alpha – 3 Years
5.93%
7.18%
Information Ratio – 3 Years
0.54
0.87
Volatility – 1 Year
21.49%
21.97%
Volatility – 3 Years
20.84%
19.77%
Beta – 1 Year
1.07
1.15
Beta – 3 Years
1.13
1.13
Sharpe Ratio – 1 Year
-0.27
0.37
Sharpe Ratio – 3 Years
0.64
0.73
Worst Rolling Year
-7.44%
-10.23%
Value at Worst Rolling Year
₹0.93 Cr
₹0.90 Cr
Deepest Drawdown
−27.33%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
94.32%
93.09%
Median Rolling Year
14.52%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 29% · M 26% · S 42%
Number of Stocks
27
34
Portfolio P/E
57.85
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%