Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Phillip Capital - Emerging India 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%
3.88%
6 Months
0.32%
18.21%
1 Year
1.03%
11.44%
3 Years
14.82%
9.27%
5 Years
11.82%
10.90%
Since Inception
13.07%
13.08%
Fund Age
5 yrs 2 mo
9 yrs
AUM
₹56.08 Cr
₹29.3 Cr
Alpha – 1 Year
−1.95%
6.74%
Alpha – 3 Years
2.94%
−1.95%
Information Ratio – 3 Years
0.18
-0.21
Volatility – 1 Year
13.89%
23.26%
Volatility – 3 Years
18.35%
18.09%
Beta – 1 Year
0.75
1.21
Beta – 3 Years
1.00
0.98
Sharpe Ratio – 1 Year
-0.25
0.35
Sharpe Ratio – 3 Years
0.55
0.32
Worst Rolling Year
12.65%
0.11%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−26.40%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
19.77%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 6% · M 32% · S 55%
Number of Stocks
37
23
Portfolio P/E
29.42
49.89
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%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%