Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Sowilo Multicap Fund
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%
3.12%
6 Months
0.32%
20.18%
1 Year
1.03%
17.30%
3 Years
14.82%
18.32%
5 Years
11.82%
—
Since Inception
13.07%
21.17%
Fund Age
5 yrs 2 mo
3 yrs 2 mo
AUM
₹56.08 Cr
₹171.55 Cr
Alpha – 1 Year
−1.95%
12.58%
Alpha – 3 Years
2.94%
6.23%
Information Ratio – 3 Years
0.18
0.82
Volatility – 1 Year
13.89%
24.39%
Volatility – 3 Years
18.35%
21.61%
Beta – 1 Year
0.75
1.30
Beta – 3 Years
1.00
1.25
Sharpe Ratio – 1 Year
-0.25
0.55
Sharpe Ratio – 3 Years
0.55
0.70
Worst Rolling Year
12.65%
18.30%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−26.40%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 29% · S 24%
L 4% · M 4% · S 88%
Number of Stocks
37
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%