Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
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
5.09%
0.47%
6 Months
12.77%
0.32%
1 Year
18.71%
1.03%
3 Years
16.31%
14.82%
5 Years
16.50%
11.82%
Since Inception
12.31%
13.07%
Fund Age
20 yrs 2 mo
5 yrs 2 mo
AUM
₹81.03 Cr
₹56.08 Cr
Alpha – 1 Year
13.99%
−1.95%
Alpha – 3 Years
4.22%
2.94%
Information Ratio – 3 Years
0.46
0.18
Volatility – 1 Year
18.60%
13.89%
Volatility – 3 Years
18.73%
18.35%
Beta – 1 Year
0.98
0.75
Beta – 3 Years
1.07
1.00
Sharpe Ratio – 1 Year
0.73
-0.25
Sharpe Ratio – 3 Years
0.63
0.55
Worst Rolling Year
-17.65%
12.65%
Value at Worst Rolling Year
₹0.82 Cr
₹1.13 Cr
Deepest Drawdown
−25.73%
−26.40%
Recovery Period
498 days
Not yet recovered
1-Year Rolling Windows Positive
76.16%
100.00%
Median Rolling Year
14.50%
19.77%
5-Year Rolling Windows Positive
86.34%
100.00%
Market-Cap Mix
L 18% · M 28% · S 49%
L 38% · M 29% · S 24%
Number of Stocks
23
37
Portfolio P/E
43.00
29.42
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
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 · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
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%