Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
0.47%
6 Months
−5.56%
0.32%
1 Year
34.70%
1.03%
3 Years
27.41%
14.82%
5 Years
32.51%
11.82%
Since Inception
32.15%
13.07%
Fund Age
13 yrs 6 mo
5 yrs 2 mo
AUM
₹2,318.72 Cr
₹56.08 Cr
Alpha – 1 Year
35.05%
−1.95%
Alpha – 3 Years
18.41%
2.94%
Information Ratio – 3 Years
1.03
0.18
Volatility – 1 Year
21.67%
13.89%
Volatility – 3 Years
15.53%
18.35%
Beta – 1 Year
0.28
0.75
Beta – 3 Years
0.35
1.00
Sharpe Ratio – 1 Year
1.24
-0.25
Sharpe Ratio – 3 Years
1.31
0.55
Worst Rolling Year
-17.36%
12.65%
Value at Worst Rolling Year
₹0.83 Cr
₹1.13 Cr
Deepest Drawdown
−21.72%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 38% · M 29% · S 24%
Number of Stocks
9
37
Portfolio P/E
14.68
29.42
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%