Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Narnolia - MultiCap Strategy
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%
−0.96%
6 Months
0.32%
0.48%
1 Year
1.03%
5.92%
3 Years
14.82%
7.42%
5 Years
11.82%
7.02%
Since Inception
13.07%
14.49%
Fund Age
5 yrs 2 mo
14 yrs 5 mo
AUM
₹56.08 Cr
₹332.27 Cr
Alpha – 1 Year
−1.95%
6.27%
Alpha – 3 Years
2.94%
−1.58%
Information Ratio – 3 Years
0.18
-0.22
Volatility – 1 Year
13.89%
17.19%
Volatility – 3 Years
18.35%
15.80%
Beta – 1 Year
0.75
1.07
Beta – 3 Years
1.00
1.06
Sharpe Ratio – 1 Year
-0.25
0.12
Sharpe Ratio – 3 Years
0.55
0.21
Worst Rolling Year
12.65%
-8.23%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−26.40%
−19.80%
Recovery Period
Not yet recovered
265 days
1-Year Rolling Windows Positive
100.00%
95.19%
Median Rolling Year
19.77%
13.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 58% · M 13% · S 28%
Number of Stocks
37
27
Portfolio P/E
29.42
36.45
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%
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
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%