Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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Motilal Oswal - Multifactor Equity PMS
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
0.95%
6 Months
0.32%
11.98%
1 Year
1.03%
18.12%
3 Years
14.82%
18.24%
5 Years
11.82%
—
Since Inception
13.07%
20.21%
Fund Age
5 yrs 2 mo
4 yrs 8 mo
AUM
₹56.08 Cr
₹424.87 Cr
Alpha – 1 Year
−1.95%
13.40%
Alpha – 3 Years
2.94%
6.15%
Information Ratio – 3 Years
0.18
0.85
Volatility – 1 Year
13.89%
22.44%
Volatility – 3 Years
18.35%
19.69%
Beta – 1 Year
0.75
1.22
Beta – 3 Years
1.00
1.10
Sharpe Ratio – 1 Year
-0.25
0.61
Sharpe Ratio – 3 Years
0.55
0.80
Worst Rolling Year
12.65%
18.24%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−26.40%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 29% · S 24%
M 1% · S 89%
Number of Stocks
37
30
Portfolio P/E
29.42
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%