Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential- Rising Stars Strategy vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
ICICI Prudential- Rising Stars Strategy
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−6.06%
0.47%
6 Months
14.81%
0.32%
1 Year
—
1.03%
3 Years
—
14.82%
5 Years
—
11.82%
Since Inception
6.62%
13.07%
Fund Age
7 mo
5 yrs 2 mo
AUM
₹376.54 Cr
₹56.08 Cr
Alpha – 1 Year
—
−1.95%
Alpha – 3 Years
—
2.94%
Information Ratio – 3 Years
—
0.18
Volatility – 1 Year
—
13.89%
Volatility – 3 Years
—
18.35%
Beta – 1 Year
—
0.75
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
—
-0.25
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
12.65%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−26.40%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 28% · S 68%
L 38% · M 29% · S 24%
Number of Stocks
33
37
Portfolio P/E
—
29.42
Top 5 Holdings
FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
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 · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%