Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
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
0.61%
0.47%
6 Months
11.19%
0.32%
1 Year
4.47%
1.03%
3 Years
14.82%
14.82%
5 Years
12.64%
11.82%
Since Inception
13.38%
13.07%
Fund Age
19 yrs
5 yrs 2 mo
AUM
₹1,249 Cr
₹56.08 Cr
Alpha – 1 Year
4.82%
−1.95%
Alpha – 3 Years
5.82%
2.94%
Information Ratio – 3 Years
0.87
0.18
Volatility – 1 Year
21.24%
13.89%
Volatility – 3 Years
17.51%
18.35%
Beta – 1 Year
1.09
0.75
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.05
-0.25
Sharpe Ratio – 3 Years
0.69
0.55
Worst Rolling Year
—
12.65%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−26.40%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 40% · S 15%
L 38% · M 29% · S 24%
Number of Stocks
25
37
Portfolio P/E
—
29.42
Top 5 Holdings
—
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
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%