Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
11.75%
13.10%
1 Year
−2.37%
18.11%
3 Years
17.81%
14.56%
5 Years
14.66%
8.71%
Since Inception
18.91%
13.67%
Fund Age
23 yrs 5 mo
11 yrs 2 mo
AUM
₹3,220.2 Cr
₹138.06 Cr
Alpha – 1 Year
−5.35%
18.46%
Alpha – 3 Years
5.93%
5.57%
Information Ratio – 3 Years
0.54
0.62
Volatility – 1 Year
21.49%
22.83%
Volatility – 3 Years
20.84%
16.72%
Beta – 1 Year
1.07
1.29
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
-0.27
0.61
Sharpe Ratio – 3 Years
0.64
0.55
Worst Rolling Year
-7.44%
-8.44%
Value at Worst Rolling Year
₹0.93 Cr
₹0.92 Cr
Deepest Drawdown
−27.33%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
94.32%
92.53%
Median Rolling Year
14.52%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 38% · M 14% · S 45%
Number of Stocks
27
18
Portfolio P/E
57.85
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%