Portfolio Management Services (PMS)Compare Schemes
Money Life - Mas Prime vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Money Life - Mas Prime
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.82%
0.47%
6 Months
25.39%
0.32%
1 Year
17.69%
1.03%
3 Years
21.57%
14.82%
5 Years
14.87%
11.82%
Since Inception
17.17%
13.07%
Fund Age
6 yrs 10 mo
5 yrs 2 mo
AUM
₹119.43 Cr
₹56.08 Cr
Alpha – 1 Year
18.04%
−1.95%
Alpha – 3 Years
12.57%
2.94%
Information Ratio – 3 Years
0.68
0.18
Volatility – 1 Year
26.38%
13.89%
Volatility – 3 Years
21.61%
18.35%
Beta – 1 Year
0.88
0.75
Beta – 3 Years
0.85
1.00
Sharpe Ratio – 1 Year
0.54
-0.25
Sharpe Ratio – 3 Years
0.77
0.55
Worst Rolling Year
—
12.65%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−26.40%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 29% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
29.42
Top 5 Holdings
—
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
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%