Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Renaissance - Midcap 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%
3.30%
6 Months
11.75%
9.86%
1 Year
−2.37%
0.86%
3 Years
17.81%
8.29%
5 Years
14.66%
15.11%
Since Inception
18.91%
11.40%
Fund Age
23 yrs 5 mo
8 yrs 7 mo
AUM
₹3,220.2 Cr
₹119.22 Cr
Alpha – 1 Year
−5.35%
1.21%
Alpha – 3 Years
5.93%
−0.71%
Information Ratio – 3 Years
0.54
-0.05
Volatility – 1 Year
21.49%
21.27%
Volatility – 3 Years
20.84%
19.22%
Beta – 1 Year
1.07
1.20
Beta – 3 Years
1.13
1.19
Sharpe Ratio – 1 Year
-0.27
-0.10
Sharpe Ratio – 3 Years
0.64
0.25
Worst Rolling Year
-7.44%
0.71%
Value at Worst Rolling Year
₹0.93 Cr
₹1.01 Cr
Deepest Drawdown
−27.33%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
99.76%
Median Rolling Year
14.52%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 2% · M 52% · S 44%
Number of Stocks
27
33
Portfolio P/E
57.85
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 1% / 0%