Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
SRE - Shield
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%
−0.37%
6 Months
0.32%
3.64%
1 Year
1.03%
6.24%
3 Years
14.82%
9.36%
5 Years
11.82%
8.05%
Since Inception
13.07%
9.66%
Fund Age
5 yrs 2 mo
8 yrs 3 mo
AUM
₹56.08 Cr
₹32.8 Cr
Alpha – 1 Year
−1.95%
6.59%
Alpha – 3 Years
2.94%
0.36%
Information Ratio – 3 Years
0.18
0.14
Volatility – 1 Year
13.89%
18.27%
Volatility – 3 Years
18.35%
15.46%
Beta – 1 Year
0.75
1.08
Beta – 3 Years
1.00
1.07
Sharpe Ratio – 1 Year
-0.25
0.15
Sharpe Ratio – 3 Years
0.55
0.34
Worst Rolling Year
12.65%
6.25%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−26.40%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 58% · M 28% · S 8%
Number of Stocks
37
33
Portfolio P/E
29.42
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%