Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Right Horizons - All Seasons
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%
1.32%
6 Months
11.75%
3.83%
1 Year
−2.37%
9.77%
3 Years
17.81%
13.19%
5 Years
14.66%
12.01%
Since Inception
18.91%
14.38%
Fund Age
23 yrs 5 mo
6 yrs 8 mo
AUM
₹3,220.2 Cr
₹42.66 Cr
Alpha – 1 Year
−5.35%
3.80%
Alpha – 3 Years
5.93%
2.30%
Information Ratio – 3 Years
0.54
0.23
Volatility – 1 Year
21.49%
15.84%
Volatility – 3 Years
20.84%
12.64%
Beta – 1 Year
1.07
1.56
Beta – 3 Years
1.13
1.48
Sharpe Ratio – 1 Year
-0.27
0.32
Sharpe Ratio – 3 Years
0.64
0.70
Worst Rolling Year
-7.44%
9.09%
Value at Worst Rolling Year
₹0.93 Cr
₹1.09 Cr
Deepest Drawdown
−27.33%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 37% · M 21% · S 27%
Number of Stocks
27
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%