Portfolio Management Services (PMS)Compare Schemes
Ksema - Multicap vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Ksema - Multicap
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
0.82%
0.47%
6 Months
2.65%
0.32%
1 Year
10.76%
1.03%
3 Years
12.77%
14.82%
5 Years
14.58%
11.82%
Since Inception
17.50%
13.07%
Fund Age
7 yrs 7 mo
5 yrs 2 mo
AUM
₹83.87 Cr
₹56.08 Cr
Alpha – 1 Year
11.11%
−1.95%
Alpha – 3 Years
3.77%
2.94%
Information Ratio – 3 Years
0.46
0.18
Volatility – 1 Year
18.53%
13.89%
Volatility – 3 Years
17.03%
18.35%
Beta – 1 Year
1.11
0.75
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.36
-0.25
Sharpe Ratio – 3 Years
0.48
0.55
Worst Rolling Year
12.58%
12.65%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−20.55%
−26.40%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 54% · M 18% · S 28%
L 38% · M 29% · S 24%
Number of Stocks
51
37
Portfolio P/E
23.77
29.42
Top 5 Holdings
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
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 · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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%