Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.78%
3.26%
6 Months
11.75%
4.03%
1 Year
−2.37%
0.70%
3 Years
17.81%
10.01%
5 Years
14.66%
8.40%
Since Inception
18.91%
14.84%
Fund Age
23 yrs 5 mo
7 yrs 10 mo
AUM
₹3,220.2 Cr
₹2,937.84 Cr
Alpha – 1 Year
−5.35%
−2.28%
Alpha – 3 Years
5.93%
−1.88%
Information Ratio – 3 Years
0.54
-0.37
Volatility – 1 Year
21.49%
17.90%
Volatility – 3 Years
20.84%
14.65%
Beta – 1 Year
1.07
1.00
Beta – 3 Years
1.13
0.93
Sharpe Ratio – 1 Year
-0.27
-0.18
Sharpe Ratio – 3 Years
0.64
0.35
Worst Rolling Year
-7.44%
7.25%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−27.33%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 58% · M 15% · S 26%
Number of Stocks
27
71
Portfolio P/E
57.85
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%