Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Nippon - Emerging India - EIP
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
2.63%
6 Months
0.32%
13.11%
1 Year
1.03%
15.44%
3 Years
14.82%
15.82%
5 Years
11.82%
15.29%
Since Inception
13.07%
15.37%
Fund Age
5 yrs 2 mo
9 yrs 4 mo
AUM
₹56.08 Cr
₹32.48 Cr
Alpha – 1 Year
−1.95%
10.72%
Alpha – 3 Years
2.94%
3.73%
Information Ratio – 3 Years
0.18
0.69
Volatility – 1 Year
13.89%
17.99%
Volatility – 3 Years
18.35%
17.45%
Beta – 1 Year
0.75
0.99
Beta – 3 Years
1.00
1.02
Sharpe Ratio – 1 Year
-0.25
0.59
Sharpe Ratio – 3 Years
0.55
0.71
Worst Rolling Year
12.65%
-6.27%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−26.40%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
19.77%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 8% · M 22% · S 44%
Number of Stocks
37
30
Portfolio P/E
29.42
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%