Portfolio Management Services (PMS)Compare Schemes
Equentis Multi-Cap Portfolio vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Equentis Multi-Cap Portfolio
Motilal Oswal-Founders
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
0.25%
6 Months
6.49%
15.19%
1 Year
7.74%
3.21%
3 Years
—
19.65%
5 Years
—
—
Since Inception
3.50%
25.09%
Fund Age
18 mo
3 yrs 5 mo
AUM
₹90.44 Cr
₹4,148.34 Cr
Alpha – 1 Year
8.09%
0.23%
Alpha – 3 Years
—
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
16.04%
21.54%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
0.97
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.21
-0.01
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−13.86%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 23% · S 27%
L 26% · M 35% · S 37%
Number of Stocks
110
26
Portfolio P/E
36.94
55.82
Top 5 Holdings
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%