Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
0.47%
6 Months
9.28%
0.32%
1 Year
4.13%
1.03%
3 Years
7.71%
14.82%
5 Years
8.27%
11.82%
Since Inception
11.49%
13.07%
Fund Age
8 yrs 5 mo
5 yrs 2 mo
AUM
₹123.55 Cr
₹56.08 Cr
Alpha – 1 Year
−0.59%
−1.95%
Alpha – 3 Years
−4.38%
2.94%
Information Ratio – 3 Years
-0.33
0.18
Volatility – 1 Year
21.50%
13.89%
Volatility – 3 Years
16.95%
18.35%
Beta – 1 Year
1.12
0.75
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
-0.02
-0.25
Sharpe Ratio – 3 Years
0.26
0.55
Worst Rolling Year
7.04%
12.65%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−24.41%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 38% · S 31%
L 38% · M 29% · S 24%
Number of Stocks
20
37
Portfolio P/E
49.58
29.42
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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%