Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.26%
0.47%
6 Months
2.99%
0.32%
1 Year
−3.69%
1.03%
3 Years
10.02%
14.82%
5 Years
11.07%
11.82%
Since Inception
15.34%
13.07%
Fund Age
8 yrs 4 mo
5 yrs 2 mo
AUM
₹143.52 Cr
₹56.08 Cr
Alpha – 1 Year
−8.41%
−1.95%
Alpha – 3 Years
−2.07%
2.94%
Information Ratio – 3 Years
-0.34
0.18
Volatility – 1 Year
19.13%
13.89%
Volatility – 3 Years
16.08%
18.35%
Beta – 1 Year
1.05
0.75
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
-0.38
-0.25
Sharpe Ratio – 3 Years
0.35
0.55
Worst Rolling Year
10.02%
12.65%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−22.11%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.21%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
L 38% · M 29% · S 24%
Number of Stocks
30
37
Portfolio P/E
35.28
29.42
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%