Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
0.32%
15.63%
1 Year
1.03%
20.01%
3 Years
14.82%
17.10%
5 Years
11.82%
15.64%
Since Inception
13.07%
13.05%
Fund Age
5 yrs 2 mo
8 yrs 11 mo
AUM
₹56.08 Cr
₹46.46 Cr
Alpha – 1 Year
−1.95%
15.29%
Alpha – 3 Years
2.94%
5.01%
Information Ratio – 3 Years
0.18
0.88
Volatility – 1 Year
13.89%
20.61%
Volatility – 3 Years
18.35%
19.98%
Beta – 1 Year
0.75
0.94
Beta – 3 Years
1.00
1.02
Sharpe Ratio – 1 Year
-0.25
0.73
Sharpe Ratio – 3 Years
0.55
0.85
Worst Rolling Year
12.65%
-3.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−26.40%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
19.77%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 27% · M 34% · S 33%
Number of Stocks
37
25
Portfolio P/E
29.42
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%