Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Samvitti-PMS Long Term 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%
7.49%
6 Months
0.32%
27.88%
1 Year
1.03%
29.03%
3 Years
14.82%
18.18%
5 Years
11.82%
15.45%
Since Inception
13.07%
16.74%
Fund Age
5 yrs 2 mo
10 yrs 9 mo
AUM
₹56.08 Cr
₹245.99 Cr
Alpha – 1 Year
−1.95%
24.31%
Alpha – 3 Years
2.94%
6.09%
Information Ratio – 3 Years
0.18
0.49
Volatility – 1 Year
13.89%
21.97%
Volatility – 3 Years
18.35%
17.89%
Beta – 1 Year
0.75
1.05
Beta – 3 Years
1.00
0.93
Sharpe Ratio – 1 Year
-0.25
1.03
Sharpe Ratio – 3 Years
0.55
0.70
Worst Rolling Year
12.65%
1.53%
Value at Worst Rolling Year
₹1.13 Cr
₹1.02 Cr
Deepest Drawdown
−26.40%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 36% · M 27% · S 36%
Number of Stocks
37
44
Portfolio P/E
29.42
69.76
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 · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%