Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
0.47%
6 Months
1.74%
0.32%
1 Year
10.49%
1.03%
3 Years
12.80%
14.82%
5 Years
12.91%
11.82%
Since Inception
15.37%
13.07%
Fund Age
7 yrs 7 mo
5 yrs 2 mo
AUM
₹15.96 Cr
₹56.08 Cr
Alpha – 1 Year
10.84%
−1.95%
Alpha – 3 Years
3.80%
2.94%
Information Ratio – 3 Years
0.47
0.18
Volatility – 1 Year
19.22%
13.89%
Volatility – 3 Years
17.53%
18.35%
Beta – 1 Year
1.18
0.75
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
0.34
-0.25
Sharpe Ratio – 3 Years
0.48
0.55
Worst Rolling Year
12.46%
12.65%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−19.38%
−26.40%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 38% · M 29% · S 24%
Number of Stocks
38
37
Portfolio P/E
24.65
29.42
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%