Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Samvitti-PMS Long Term Growth
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%
7.49%
6 Months
15.19%
27.88%
1 Year
3.21%
29.03%
3 Years
19.65%
18.18%
5 Years
—
15.45%
Since Inception
25.09%
16.74%
Fund Age
3 yrs 5 mo
10 yrs 9 mo
AUM
₹4,148.34 Cr
₹245.99 Cr
Alpha – 1 Year
0.23%
24.31%
Alpha – 3 Years
7.77%
6.09%
Information Ratio – 3 Years
0.62
0.49
Volatility – 1 Year
21.54%
21.97%
Volatility – 3 Years
22.15%
17.89%
Beta – 1 Year
1.06
1.05
Beta – 3 Years
1.15
0.93
Sharpe Ratio – 1 Year
-0.01
1.03
Sharpe Ratio – 3 Years
0.68
0.70
Worst Rolling Year
19.49%
1.53%
Value at Worst Rolling Year
₹1.19 Cr
₹1.02 Cr
Deepest Drawdown
−27.91%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 36% · M 27% · S 36%
Number of Stocks
26
44
Portfolio P/E
55.82
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%