Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
NJ - Bluechip
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%
−1.21%
6 Months
0.32%
5.09%
1 Year
1.03%
0.26%
3 Years
14.82%
9.53%
5 Years
11.82%
5.40%
Since Inception
13.07%
12.09%
Fund Age
5 yrs 2 mo
8 yrs 5 mo
AUM
₹56.08 Cr
₹1,644.09 Cr
Alpha – 1 Year
−1.95%
0.61%
Alpha – 3 Years
2.94%
0.54%
Information Ratio – 3 Years
0.18
0.06
Volatility – 1 Year
13.89%
17.94%
Volatility – 3 Years
18.35%
17.25%
Beta – 1 Year
0.75
1.03
Beta – 3 Years
1.00
1.11
Sharpe Ratio – 1 Year
-0.25
-0.20
Sharpe Ratio – 3 Years
0.55
0.31
Worst Rolling Year
12.65%
2.29%
Value at Worst Rolling Year
₹1.13 Cr
₹1.02 Cr
Deepest Drawdown
−26.40%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 49% · M 36% · S 14%
Number of Stocks
37
20
Portfolio P/E
29.42
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%