Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs NAFA - Small Cap
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
NAFA - Small Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
1.33%
6 Months
0.32%
9.10%
1 Year
1.03%
−3.87%
3 Years
14.82%
5.03%
5 Years
11.82%
11.30%
Since Inception
13.07%
15.74%
Fund Age
5 yrs 2 mo
7 yrs 5 mo
AUM
₹56.08 Cr
₹51.79 Cr
Alpha – 1 Year
−1.95%
−5.73%
Alpha – 3 Years
2.94%
−7.05%
Information Ratio – 3 Years
0.18
-0.47
Volatility – 1 Year
13.89%
25.89%
Volatility – 3 Years
18.35%
20.56%
Beta – 1 Year
0.75
1.37
Beta – 3 Years
1.00
1.17
Sharpe Ratio – 1 Year
-0.25
-0.24
Sharpe Ratio – 3 Years
0.55
0.08
Worst Rolling Year
12.65%
5.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−26.40%
−31.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
24.17%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
M 6% · S 89%
Number of Stocks
37
35
Portfolio P/E
29.42
23.62
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%
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Financial Services · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%