Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Right Horizons - Flexi Cap
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Motilal Oswal - Multifactor Equity PMS
Right Horizons - Flexi Cap
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%
4.94%
6 Months
0.32%
11.49%
1 Year
1.03%
3.89%
3 Years
14.82%
8.19%
5 Years
11.82%
11.02%
Since Inception
13.07%
10.97%
Fund Age
5 yrs 2 mo
13 yrs 8 mo
AUM
₹56.08 Cr
₹360.51 Cr
Alpha – 1 Year
−1.95%
0.91%
Alpha – 3 Years
2.94%
−3.69%
Information Ratio – 3 Years
0.18
-0.18
Volatility – 1 Year
13.89%
23.04%
Volatility – 3 Years
18.35%
19.34%
Beta – 1 Year
0.75
1.26
Beta – 3 Years
1.00
1.17
Sharpe Ratio – 1 Year
-0.25
0.04
Sharpe Ratio – 3 Years
0.55
0.30
Worst Rolling Year
12.65%
-8.10%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−26.40%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
19.77%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 38% · M 28% · S 33%
Number of Stocks
37
29
Portfolio P/E
29.42
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%