Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
0.32%
8.08%
1 Year
1.03%
10.16%
3 Years
14.82%
15.60%
5 Years
11.82%
—
Since Inception
13.07%
19.84%
Fund Age
5 yrs 2 mo
6 yrs 11 mo
AUM
₹56.08 Cr
₹3.18 Cr
Alpha – 1 Year
−1.95%
7.18%
Alpha – 3 Years
2.94%
3.72%
Information Ratio – 3 Years
0.18
0.60
Volatility – 1 Year
13.89%
19.93%
Volatility – 3 Years
18.35%
18.09%
Beta – 1 Year
0.75
1.12
Beta – 3 Years
1.00
1.14
Sharpe Ratio – 1 Year
-0.25
0.31
Sharpe Ratio – 3 Years
0.55
0.60
Worst Rolling Year
12.65%
14.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−26.40%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 29% · S 24%
L 31% · M 55% · S 12%
Number of Stocks
37
29
Portfolio P/E
29.42
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –