Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Pelican PE fund
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%
−1.39%
6 Months
0.32%
−2.47%
1 Year
1.03%
1.15%
3 Years
14.82%
8.53%
5 Years
11.82%
8.38%
Since Inception
13.07%
10.13%
Fund Age
5 yrs 2 mo
8 yrs 2 mo
AUM
₹56.08 Cr
₹52.94 Cr
Alpha – 1 Year
−1.95%
1.50%
Alpha – 3 Years
2.94%
−0.47%
Information Ratio – 3 Years
0.18
-0.50
Volatility – 1 Year
13.89%
18.43%
Volatility – 3 Years
18.35%
14.27%
Beta – 1 Year
0.75
1.13
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
-0.25
-0.13
Sharpe Ratio – 3 Years
0.55
0.15
Worst Rolling Year
12.65%
7.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−26.40%
−16.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
12.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 64% · M 27% · S 1%
Number of Stocks
37
10
Portfolio P/E
29.42
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%