Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.39%
0.47%
6 Months
19.31%
0.32%
1 Year
11.21%
1.03%
3 Years
13.34%
14.82%
5 Years
15.02%
11.82%
Since Inception
17.08%
13.07%
Fund Age
5 yrs 4 mo
5 yrs 2 mo
AUM
₹135.65 Cr
₹56.08 Cr
Alpha – 1 Year
6.49%
−1.95%
Alpha – 3 Years
1.25%
2.94%
Information Ratio – 3 Years
0.12
0.18
Volatility – 1 Year
20.71%
13.89%
Volatility – 3 Years
17.79%
18.35%
Beta – 1 Year
1.05
0.75
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
0.35
-0.25
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
12.49%
12.65%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−25.10%
−26.40%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.71%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
L 38% · M 29% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
29.42
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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
1.75% / yr
2.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%