Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Right Horizons - Flexi Cap
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%
4.94%
6 Months
11.75%
11.49%
1 Year
−2.37%
3.89%
3 Years
17.81%
8.19%
5 Years
14.66%
11.02%
Since Inception
18.91%
10.97%
Fund Age
23 yrs 5 mo
13 yrs 8 mo
AUM
₹3,220.2 Cr
₹360.51 Cr
Alpha – 1 Year
−5.35%
0.91%
Alpha – 3 Years
5.93%
−3.69%
Information Ratio – 3 Years
0.54
-0.18
Volatility – 1 Year
21.49%
23.04%
Volatility – 3 Years
20.84%
19.34%
Beta – 1 Year
1.07
1.26
Beta – 3 Years
1.13
1.17
Sharpe Ratio – 1 Year
-0.27
0.04
Sharpe Ratio – 3 Years
0.64
0.30
Worst Rolling Year
-7.44%
-8.10%
Value at Worst Rolling Year
₹0.93 Cr
₹0.92 Cr
Deepest Drawdown
−27.33%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
95.59%
Median Rolling Year
14.52%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 38% · M 28% · S 33%
Number of Stocks
27
29
Portfolio P/E
57.85
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%