Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Capgrow - 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
3.35%
0.47%
6 Months
3.75%
0.32%
1 Year
−5.76%
1.03%
3 Years
3.98%
14.82%
5 Years
6.05%
11.82%
Since Inception
9.94%
13.07%
Fund Age
7 yrs 9 mo
5 yrs 2 mo
AUM
₹45.09 Cr
₹56.08 Cr
Alpha – 1 Year
−8.74%
−1.95%
Alpha – 3 Years
−7.91%
2.94%
Information Ratio – 3 Years
-1.11
0.18
Volatility – 1 Year
21.69%
13.89%
Volatility – 3 Years
18.00%
18.35%
Beta – 1 Year
1.21
0.75
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
-0.42
-0.25
Sharpe Ratio – 3 Years
0.01
0.55
Worst Rolling Year
3.08%
12.65%
Value at Worst Rolling Year
₹1.03 Cr
₹1.13 Cr
Deepest Drawdown
−29.01%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 38% · M 29% · S 24%
Number of Stocks
43
37
Portfolio P/E
—
29.42
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%