Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Right Horizons - All Seasons
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Motilal Oswal - Multifactor Equity PMS
Right Horizons - All Seasons
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%
1.32%
6 Months
0.32%
3.83%
1 Year
1.03%
9.77%
3 Years
14.82%
13.19%
5 Years
11.82%
12.01%
Since Inception
13.07%
14.38%
Fund Age
5 yrs 2 mo
6 yrs 8 mo
AUM
₹56.08 Cr
₹42.66 Cr
Alpha – 1 Year
−1.95%
3.80%
Alpha – 3 Years
2.94%
2.30%
Information Ratio – 3 Years
0.18
0.23
Volatility – 1 Year
13.89%
15.84%
Volatility – 3 Years
18.35%
12.64%
Beta – 1 Year
0.75
1.56
Beta – 3 Years
1.00
1.48
Sharpe Ratio – 1 Year
-0.25
0.32
Sharpe Ratio – 3 Years
0.55
0.70
Worst Rolling Year
12.65%
9.09%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−26.40%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 37% · M 21% · S 27%
Number of Stocks
37
16
Portfolio P/E
29.42
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%