Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Solidarity Advisors - Prudence
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%
8.45%
6 Months
11.75%
29.49%
1 Year
−2.37%
37.09%
3 Years
17.81%
18.49%
5 Years
14.66%
12.39%
Since Inception
18.91%
18.64%
Fund Age
23 yrs 5 mo
10 yrs 3 mo
AUM
₹3,220.2 Cr
₹1,760.35 Cr
Alpha – 1 Year
−5.35%
32.37%
Alpha – 3 Years
5.93%
6.40%
Information Ratio – 3 Years
0.54
0.52
Volatility – 1 Year
21.49%
25.02%
Volatility – 3 Years
20.84%
18.27%
Beta – 1 Year
1.07
1.22
Beta – 3 Years
1.13
0.89
Sharpe Ratio – 1 Year
-0.27
1.18
Sharpe Ratio – 3 Years
0.64
0.74
Worst Rolling Year
-7.44%
-0.28%
Value at Worst Rolling Year
₹0.93 Cr
₹1.00 Cr
Deepest Drawdown
−27.33%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
94.32%
99.89%
Median Rolling Year
14.52%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 11% · S 71%
Number of Stocks
27
13
Portfolio P/E
57.85
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%