Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
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
3.36%
0.47%
6 Months
18.59%
0.32%
1 Year
13.77%
1.03%
3 Years
9.52%
14.82%
5 Years
8.40%
11.82%
Since Inception
10.24%
13.07%
Fund Age
11 yrs
5 yrs 2 mo
AUM
₹20.83 Cr
₹56.08 Cr
Alpha – 1 Year
14.12%
−1.95%
Alpha – 3 Years
0.53%
2.94%
Information Ratio – 3 Years
0.07
0.18
Volatility – 1 Year
22.14%
13.89%
Volatility – 3 Years
20.01%
18.35%
Beta – 1 Year
1.14
0.75
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.45
-0.25
Sharpe Ratio – 3 Years
0.29
0.55
Worst Rolling Year
-15.27%
12.65%
Value at Worst Rolling Year
₹0.85 Cr
₹1.13 Cr
Deepest Drawdown
−27.52%
−26.40%
Recovery Period
441 days
Not yet recovered
1-Year Rolling Windows Positive
76.89%
100.00%
Median Rolling Year
10.76%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 9% · S 77%
L 38% · M 29% · S 24%
Number of Stocks
25
37
Portfolio P/E
29.80
29.42
Top 5 Holdings
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
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 · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
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%