Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Purnartha Vision Strategy
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%
5.60%
6 Months
0.32%
9.69%
1 Year
1.03%
14.36%
3 Years
14.82%
13.50%
5 Years
11.82%
8.53%
Since Inception
13.07%
11.34%
Fund Age
5 yrs 2 mo
5 yrs 5 mo
AUM
₹56.08 Cr
₹190.75 Cr
Alpha – 1 Year
−1.95%
9.64%
Alpha – 3 Years
2.94%
1.41%
Information Ratio – 3 Years
0.18
0.20
Volatility – 1 Year
13.89%
24.59%
Volatility – 3 Years
18.35%
18.73%
Beta – 1 Year
0.75
1.16
Beta – 3 Years
1.00
1.03
Sharpe Ratio – 1 Year
-0.25
0.44
Sharpe Ratio – 3 Years
0.55
0.52
Worst Rolling Year
12.65%
8.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−26.40%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 16% · M 12% · S 39%
Number of Stocks
37
—
Portfolio P/E
29.42
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%