Portfolio Management Services (PMS)Compare Schemes
Equentis Concentrated Portfolio vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Equentis Concentrated Portfolio
Motilal Oswal - India Growth Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.11%
1.02%
6 Months
6.51%
20.43%
1 Year
4.40%
14.98%
3 Years
—
—
5 Years
—
—
Since Inception
5.71%
20.69%
Fund Age
18 mo
2 yrs 8 mo
AUM
₹24.25 Cr
₹320.35 Cr
Alpha – 1 Year
4.75%
12.00%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.94%
24.24%
Volatility – 3 Years
—
—
Beta – 1 Year
0.93
1.26
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.02
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.84%
−12.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 22% · S 19%
L 5% · M 36% · S 51%
Number of Stocks
59
29
Portfolio P/E
41.96
40.22
Top 5 Holdings
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
Financial Services · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%