Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Right Horizons - Perennial
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%
−0.19%
6 Months
11.75%
11.46%
1 Year
−2.37%
8.21%
3 Years
17.81%
12.09%
5 Years
14.66%
11.81%
Since Inception
18.91%
13.34%
Fund Age
23 yrs 5 mo
5 yrs 3 mo
AUM
₹3,220.2 Cr
₹34.29 Cr
Alpha – 1 Year
−5.35%
5.23%
Alpha – 3 Years
5.93%
0.21%
Information Ratio – 3 Years
0.54
0.17
Volatility – 1 Year
21.49%
24.84%
Volatility – 3 Years
20.84%
21.42%
Beta – 1 Year
1.07
1.25
Beta – 3 Years
1.13
1.08
Sharpe Ratio – 1 Year
-0.27
0.21
Sharpe Ratio – 3 Years
0.64
0.49
Worst Rolling Year
-7.44%
7.11%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−27.33%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 5% · M 7% · S 69%
Number of Stocks
27
37
Portfolio P/E
57.85
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2.5% / 0% / 0%