Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Tulsian - PMS
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%
2.21%
6 Months
11.75%
21.04%
1 Year
−2.37%
21.34%
3 Years
17.81%
19.08%
5 Years
14.66%
23.67%
Since Inception
18.91%
—
Fund Age
23 yrs 5 mo
6 yrs 4 mo
AUM
₹3,220.2 Cr
₹364.08 Cr
Alpha – 1 Year
−5.35%
21.69%
Alpha – 3 Years
5.93%
10.08%
Information Ratio – 3 Years
0.54
0.52
Volatility – 1 Year
21.49%
32.28%
Volatility – 3 Years
20.84%
28.08%
Beta – 1 Year
1.07
1.47
Beta – 3 Years
1.13
1.60
Sharpe Ratio – 1 Year
-0.27
0.58
Sharpe Ratio – 3 Years
0.64
0.57
Worst Rolling Year
-7.44%
15.61%
Value at Worst Rolling Year
₹0.93 Cr
₹1.16 Cr
Deepest Drawdown
−27.33%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 90% · M 10%
Number of Stocks
27
—
Portfolio P/E
57.85
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%