Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
SBI MF - ESG Portfolio
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%
2.26%
6 Months
0.32%
18.40%
1 Year
1.03%
9.21%
3 Years
14.82%
13.13%
5 Years
11.82%
13.39%
Since Inception
13.07%
14.83%
Fund Age
5 yrs 2 mo
10 yrs
AUM
₹56.08 Cr
₹666.2 Cr
Alpha – 1 Year
−1.95%
9.64%
Alpha – 3 Years
2.94%
4.56%
Information Ratio – 3 Years
0.18
0.38
Volatility – 1 Year
13.89%
18.95%
Volatility – 3 Years
18.35%
16.01%
Beta – 1 Year
0.75
0.98
Beta – 3 Years
1.00
0.90
Sharpe Ratio – 1 Year
-0.25
0.27
Sharpe Ratio – 3 Years
0.55
0.52
Worst Rolling Year
12.65%
-3.31%
Value at Worst Rolling Year
₹1.13 Cr
₹0.97 Cr
Deepest Drawdown
−26.40%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
19.77%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 13% · M 17% · S 66%
Number of Stocks
37
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%