Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
NJ - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
2.92%
6 Months
0.32%
8.20%
1 Year
1.03%
15.48%
3 Years
14.82%
18.05%
5 Years
11.82%
15.54%
Since Inception
13.07%
14.61%
Fund Age
5 yrs 2 mo
10 yrs 4 mo
AUM
₹56.08 Cr
₹747.6 Cr
Alpha – 1 Year
−1.95%
15.83%
Alpha – 3 Years
2.94%
9.06%
Information Ratio – 3 Years
0.18
0.72
Volatility – 1 Year
13.89%
18.67%
Volatility – 3 Years
18.35%
21.45%
Beta – 1 Year
0.75
1.12
Beta – 3 Years
1.00
1.31
Sharpe Ratio – 1 Year
-0.25
0.58
Sharpe Ratio – 3 Years
0.55
0.64
Worst Rolling Year
12.65%
-13.89%
Value at Worst Rolling Year
₹1.13 Cr
₹0.86 Cr
Deepest Drawdown
−26.40%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
19.77%
21.11%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 35% · M 50% · S 14%
Number of Stocks
37
25
Portfolio P/E
29.42
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%