Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
0.47%
6 Months
5.22%
0.32%
1 Year
8.94%
1.03%
3 Years
10.33%
14.82%
5 Years
10.77%
11.82%
Since Inception
10.49%
13.07%
Fund Age
9 yrs 9 mo
5 yrs 2 mo
AUM
₹67.62 Cr
₹56.08 Cr
Alpha – 1 Year
−0.44%
−1.95%
Alpha – 3 Years
0.76%
2.94%
Information Ratio – 3 Years
0.44
0.18
Volatility – 1 Year
2.31%
13.89%
Volatility – 3 Years
1.38%
18.35%
Beta – 1 Year
0.41
0.75
Beta – 3 Years
0.46
1.00
Sharpe Ratio – 1 Year
1.46
-0.25
Sharpe Ratio – 3 Years
3.36
0.55
Worst Rolling Year
9.87%
12.65%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
—
−26.40%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.78%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 29% · S 24%
Number of Stocks
17
37
Portfolio P/E
—
29.42
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%