Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.78%
5.72%
6 Months
11.75%
23.48%
1 Year
−2.37%
38.68%
3 Years
17.81%
26.01%
5 Years
14.66%
16.58%
Since Inception
18.91%
18.98%
Fund Age
23 yrs 5 mo
16 yrs 6 mo
AUM
₹3,220.2 Cr
₹1,885.18 Cr
Alpha – 1 Year
−5.35%
33.96%
Alpha – 3 Years
5.93%
13.92%
Information Ratio – 3 Years
0.54
1.27
Volatility – 1 Year
21.49%
28.06%
Volatility – 3 Years
20.84%
20.41%
Beta – 1 Year
1.07
1.39
Beta – 3 Years
1.13
1.06
Sharpe Ratio – 1 Year
-0.27
1.12
Sharpe Ratio – 3 Years
0.64
1.06
Worst Rolling Year
-7.44%
-4.06%
Value at Worst Rolling Year
₹0.93 Cr
₹0.96 Cr
Deepest Drawdown
−27.33%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
94.32%
98.28%
Median Rolling Year
14.52%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 28% · M 48% · S 19%
L 40% · M 32% · S 24%
Number of Stocks
27
28
Portfolio P/E
57.85
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%