Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
0.47%
6 Months
4.25%
0.32%
1 Year
−3.44%
1.03%
3 Years
9.79%
14.82%
5 Years
—
11.82%
Since Inception
10.87%
13.07%
Fund Age
3 yrs
5 yrs 2 mo
AUM
₹15.27 Cr
₹56.08 Cr
Alpha – 1 Year
−3.09%
−1.95%
Alpha – 3 Years
0.79%
2.94%
Information Ratio – 3 Years
0.12
0.18
Volatility – 1 Year
22.93%
13.89%
Volatility – 3 Years
21.19%
18.35%
Beta – 1 Year
1.23
0.75
Beta – 3 Years
1.16
1.00
Sharpe Ratio – 1 Year
-0.28
-0.25
Sharpe Ratio – 3 Years
0.30
0.55
Worst Rolling Year
9.80%
12.65%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−27.79%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.35%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 0% · S 97%
L 38% · M 29% · S 24%
Number of Stocks
46
37
Portfolio P/E
22.80
29.42
Top 5 Holdings
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
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 · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 0% / 0%