Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
0.47%
6 Months
29.13%
0.32%
1 Year
20.96%
1.03%
3 Years
17.22%
14.82%
5 Years
—
11.82%
Since Inception
23.59%
13.07%
Fund Age
3 yrs 7 mo
5 yrs 2 mo
AUM
₹147.56 Cr
₹56.08 Cr
Alpha – 1 Year
16.24%
−1.95%
Alpha – 3 Years
5.13%
2.94%
Information Ratio – 3 Years
0.33
0.18
Volatility – 1 Year
30.80%
13.89%
Volatility – 3 Years
25.65%
18.35%
Beta – 1 Year
1.54
0.75
Beta – 3 Years
1.41
1.00
Sharpe Ratio – 1 Year
0.58
-0.25
Sharpe Ratio – 3 Years
0.54
0.55
Worst Rolling Year
15.38%
12.65%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
−28.52%
−26.40%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 38% · M 29% · S 24%
Number of Stocks
18
37
Portfolio P/E
—
29.42
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%