Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
0.47%
6 Months
15.19%
0.32%
1 Year
3.21%
1.03%
3 Years
19.65%
14.82%
5 Years
—
11.82%
Since Inception
25.09%
13.07%
Fund Age
3 yrs 5 mo
5 yrs 2 mo
AUM
₹4,148.34 Cr
₹56.08 Cr
Alpha – 1 Year
0.23%
−1.95%
Alpha – 3 Years
7.77%
2.94%
Information Ratio – 3 Years
0.62
0.18
Volatility – 1 Year
21.54%
13.89%
Volatility – 3 Years
22.15%
18.35%
Beta – 1 Year
1.06
0.75
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
-0.01
-0.25
Sharpe Ratio – 3 Years
0.68
0.55
Worst Rolling Year
19.49%
12.65%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−27.91%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 38% · M 29% · S 24%
Number of Stocks
26
37
Portfolio P/E
55.82
29.42
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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)
2% / 0% / 0%
2% / 0% / 0%