Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
11.75%
31.65%
1 Year
−2.37%
26.47%
3 Years
17.81%
18.72%
5 Years
14.66%
16.28%
Since Inception
18.91%
14.51%
Fund Age
23 yrs 5 mo
10 yrs 10 mo
AUM
₹3,220.2 Cr
₹423.36 Cr
Alpha – 1 Year
−5.35%
21.75%
Alpha – 3 Years
5.93%
6.63%
Information Ratio – 3 Years
0.54
0.36
Volatility – 1 Year
21.49%
28.25%
Volatility – 3 Years
20.84%
24.90%
Beta – 1 Year
1.07
1.32
Beta – 3 Years
1.13
1.13
Sharpe Ratio – 1 Year
-0.27
0.78
Sharpe Ratio – 3 Years
0.64
0.60
Worst Rolling Year
-7.44%
-5.98%
Value at Worst Rolling Year
₹0.93 Cr
₹0.94 Cr
Deepest Drawdown
−27.33%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
94.32%
86.69%
Median Rolling Year
14.52%
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 12% · M 6% · S 82%
Number of Stocks
27
62
Portfolio P/E
57.85
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%