Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
3.27%
6 Months
0.32%
6.66%
1 Year
1.03%
7.95%
3 Years
14.82%
14.01%
5 Years
11.82%
12.40%
Since Inception
13.07%
16.07%
Fund Age
5 yrs 2 mo
12 yrs 5 mo
AUM
₹56.08 Cr
₹27.98 Cr
Alpha – 1 Year
−1.95%
3.23%
Alpha – 3 Years
2.94%
1.92%
Information Ratio – 3 Years
0.18
0.55
Volatility – 1 Year
13.89%
16.42%
Volatility – 3 Years
18.35%
14.36%
Beta – 1 Year
0.75
0.92
Beta – 3 Years
1.00
0.91
Sharpe Ratio – 1 Year
-0.25
0.15
Sharpe Ratio – 3 Years
0.55
0.63
Worst Rolling Year
12.65%
-4.39%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−26.40%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
19.77%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 25% · M 6% · S 37%
Number of Stocks
37
30
Portfolio P/E
29.42
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%