Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.25%
10.15%
6 Months
15.19%
31.39%
1 Year
3.21%
26.01%
3 Years
19.65%
19.28%
5 Years
—
23.67%
Since Inception
25.09%
28.23%
Fund Age
3 yrs 5 mo
5 yrs 4 mo
AUM
₹4,148.34 Cr
₹483.07 Cr
Alpha – 1 Year
0.23%
21.29%
Alpha – 3 Years
7.77%
7.19%
Information Ratio – 3 Years
0.62
0.38
Volatility – 1 Year
21.54%
27.77%
Volatility – 3 Years
22.15%
26.19%
Beta – 1 Year
1.06
1.29
Beta – 3 Years
1.15
1.20
Sharpe Ratio – 1 Year
-0.01
0.78
Sharpe Ratio – 3 Years
0.68
0.61
Worst Rolling Year
19.49%
19.29%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
−27.91%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 12% · M 6% · S 81%
Number of Stocks
26
63
Portfolio P/E
55.82
62.66
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%
—
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%