Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
ORO - All Weather Portfolio
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%
−0.19%
6 Months
0.32%
−0.42%
1 Year
1.03%
−4.58%
3 Years
14.82%
16.32%
5 Years
11.82%
13.17%
Since Inception
13.07%
13.94%
Fund Age
5 yrs 2 mo
6 yrs 6 mo
AUM
₹56.08 Cr
₹13.16 Cr
Alpha – 1 Year
−1.95%
−7.56%
Alpha – 3 Years
2.94%
4.42%
Information Ratio – 3 Years
0.18
0.49
Volatility – 1 Year
13.89%
16.90%
Volatility – 3 Years
18.35%
17.54%
Beta – 1 Year
0.75
0.86
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
-0.25
-0.52
Sharpe Ratio – 3 Years
0.55
0.69
Worst Rolling Year
12.65%
3.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−26.40%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 66% · M 23%
Number of Stocks
37
20
Portfolio P/E
29.42
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%