Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Right Horizons - Alphabots Midcap 29
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Motilal Oswal - Value Migration
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
11.75%
8.08%
1 Year
−2.37%
10.16%
3 Years
17.81%
15.60%
5 Years
14.66%
—
Since Inception
18.91%
19.84%
Fund Age
23 yrs 5 mo
6 yrs 11 mo
AUM
₹3,220.2 Cr
₹3.18 Cr
Alpha – 1 Year
−5.35%
7.18%
Alpha – 3 Years
5.93%
3.72%
Information Ratio – 3 Years
0.54
0.60
Volatility – 1 Year
21.49%
19.93%
Volatility – 3 Years
20.84%
18.09%
Beta – 1 Year
1.07
1.12
Beta – 3 Years
1.13
1.14
Sharpe Ratio – 1 Year
-0.27
0.31
Sharpe Ratio – 3 Years
0.64
0.60
Worst Rolling Year
-7.44%
14.68%
Value at Worst Rolling Year
₹0.93 Cr
₹1.15 Cr
Deepest Drawdown
−27.33%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
16.30%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 28% · M 48% · S 19%
L 31% · M 55% · S 12%
Number of Stocks
27
29
Portfolio P/E
57.85
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –