Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
ASK - Growth
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.48%
0.47%
6 Months
−4.38%
0.32%
1 Year
−4.58%
1.03%
3 Years
4.80%
14.82%
5 Years
3.85%
11.82%
Since Inception
17.02%
13.07%
Fund Age
25 yrs 6 mo
5 yrs 2 mo
AUM
₹724.64 Cr
₹56.08 Cr
Alpha – 1 Year
−7.56%
−1.95%
Alpha – 3 Years
−7.08%
2.94%
Information Ratio – 3 Years
-1.30
0.18
Volatility – 1 Year
16.92%
13.89%
Volatility – 3 Years
16.49%
18.35%
Beta – 1 Year
0.94
0.75
Beta – 3 Years
1.01
1.00
Sharpe Ratio – 1 Year
-0.52
-0.25
Sharpe Ratio – 3 Years
0.04
0.55
Worst Rolling Year
-12.59%
12.65%
Value at Worst Rolling Year
₹0.87 Cr
₹1.13 Cr
Deepest Drawdown
−23.98%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.35%
100.00%
Median Rolling Year
15.09%
19.77%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 38% · M 29% · S 24%
Number of Stocks
22
37
Portfolio P/E
32.63
29.42
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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)
0% / 0% / 0%
2% / 0% / 0%