Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Phillip Ethical India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
3.05%
6 Months
0.32%
16.92%
1 Year
1.03%
10.56%
3 Years
14.82%
6.67%
5 Years
11.82%
7.52%
Since Inception
13.07%
10.84%
Fund Age
5 yrs 2 mo
8 yrs 8 mo
AUM
₹56.08 Cr
₹10.35 Cr
Alpha – 1 Year
−1.95%
5.86%
Alpha – 3 Years
2.94%
−4.55%
Information Ratio – 3 Years
0.18
-0.70
Volatility – 1 Year
13.89%
20.12%
Volatility – 3 Years
18.35%
17.20%
Beta – 1 Year
0.75
1.04
Beta – 3 Years
1.00
0.98
Sharpe Ratio – 1 Year
-0.25
0.33
Sharpe Ratio – 3 Years
0.55
0.11
Worst Rolling Year
12.65%
4.20%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−26.40%
−24.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
14.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 14% · M 44% · S 40%
Number of Stocks
37
21
Portfolio P/E
29.42
51.26
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%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
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%