Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.78%
10.15%
6 Months
11.75%
31.39%
1 Year
−2.37%
26.01%
3 Years
17.81%
19.28%
5 Years
14.66%
23.67%
Since Inception
18.91%
28.23%
Fund Age
23 yrs 5 mo
5 yrs 4 mo
AUM
₹3,220.2 Cr
₹483.07 Cr
Alpha – 1 Year
−5.35%
21.29%
Alpha – 3 Years
5.93%
7.19%
Information Ratio – 3 Years
0.54
0.38
Volatility – 1 Year
21.49%
27.77%
Volatility – 3 Years
20.84%
26.19%
Beta – 1 Year
1.07
1.29
Beta – 3 Years
1.13
1.20
Sharpe Ratio – 1 Year
-0.27
0.78
Sharpe Ratio – 3 Years
0.64
0.61
Worst Rolling Year
-7.44%
19.29%
Value at Worst Rolling Year
₹0.93 Cr
₹1.19 Cr
Deepest Drawdown
−27.33%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 12% · M 6% · S 81%
Number of Stocks
27
63
Portfolio P/E
57.85
62.66
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%
—
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%