Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Omni Industry Inc
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Omni Industry Inc
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%
−3.74%
6 Months
0.32%
−0.18%
1 Year
1.03%
—
3 Years
14.82%
—
5 Years
11.82%
—
Since Inception
13.07%
−10.73%
Fund Age
5 yrs 2 mo
8 mo
AUM
₹56.08 Cr
₹1.04 Cr
Alpha – 1 Year
−1.95%
—
Alpha – 3 Years
2.94%
—
Information Ratio – 3 Years
0.18
—
Volatility – 1 Year
13.89%
—
Volatility – 3 Years
18.35%
—
Beta – 1 Year
0.75
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.25
—
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
12.65%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.77%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 29% · S 24%
L 31% · M 12% · S 57%
Number of Stocks
37
16
Portfolio P/E
29.42
17.29
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%
Axis Bank Ltd · 7.00%
State Bank of India · 7.00%
REC Ltd · 7.00%
Bharat Heavy Electricals Ltd · 6.00%
Kalpataru Projects International Ltd · 6.00%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Construction · 50.25%
Capital Goods · 23.50%
Financial Services · 21.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%