Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
0.32%
31.65%
1 Year
1.03%
26.47%
3 Years
14.82%
18.72%
5 Years
11.82%
16.28%
Since Inception
13.07%
14.51%
Fund Age
5 yrs 2 mo
10 yrs 10 mo
AUM
₹56.08 Cr
₹423.36 Cr
Alpha – 1 Year
−1.95%
21.75%
Alpha – 3 Years
2.94%
6.63%
Information Ratio – 3 Years
0.18
0.36
Volatility – 1 Year
13.89%
28.25%
Volatility – 3 Years
18.35%
24.90%
Beta – 1 Year
0.75
1.32
Beta – 3 Years
1.00
1.13
Sharpe Ratio – 1 Year
-0.25
0.78
Sharpe Ratio – 3 Years
0.55
0.60
Worst Rolling Year
12.65%
-5.98%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−26.40%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
19.77%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 12% · M 6% · S 82%
Number of Stocks
37
62
Portfolio P/E
29.42
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%