Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
0.47%
6 Months
10.76%
0.32%
1 Year
8.14%
1.03%
3 Years
7.76%
14.82%
5 Years
10.03%
11.82%
Since Inception
11.69%
13.07%
Fund Age
6 yrs 8 mo
5 yrs 2 mo
AUM
₹87.23 Cr
₹56.08 Cr
Alpha – 1 Year
8.57%
−1.95%
Alpha – 3 Years
−0.81%
2.94%
Information Ratio – 3 Years
0.02
0.18
Volatility – 1 Year
23.09%
13.89%
Volatility – 3 Years
18.26%
18.35%
Beta – 1 Year
1.29
0.75
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.21
-0.25
Sharpe Ratio – 3 Years
0.22
0.55
Worst Rolling Year
6.59%
12.65%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−25.42%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 38% · M 29% · S 24%
Number of Stocks
41
37
Portfolio P/E
25.23
29.42
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
2% / 0% / 0%