Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
0.47%
6 Months
32.15%
0.32%
1 Year
16.77%
1.03%
3 Years
19.00%
14.82%
5 Years
20.10%
11.82%
Since Inception
27.01%
13.07%
Fund Age
6 yrs 10 mo
5 yrs 2 mo
AUM
₹247.64 Cr
₹56.08 Cr
Alpha – 1 Year
13.79%
−1.95%
Alpha – 3 Years
7.10%
2.94%
Information Ratio – 3 Years
0.30
0.18
Volatility – 1 Year
39.13%
13.89%
Volatility – 3 Years
29.47%
18.35%
Beta – 1 Year
1.87
0.75
Beta – 3 Years
1.36
1.00
Sharpe Ratio – 1 Year
0.42
-0.25
Sharpe Ratio – 3 Years
0.55
0.55
Worst Rolling Year
15.03%
12.65%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
−35.86%
−26.40%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 38% · M 29% · S 24%
Number of Stocks
42
37
Portfolio P/E
42.30
29.42
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%