Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
3.93%
6 Months
0.32%
25.32%
1 Year
1.03%
18.21%
3 Years
14.82%
32.70%
5 Years
11.82%
23.63%
Since Inception
13.07%
28.38%
Fund Age
5 yrs 2 mo
7 yrs 10 mo
AUM
₹56.08 Cr
₹8,686.39 Cr
Alpha – 1 Year
−1.95%
13.49%
Alpha – 3 Years
2.94%
20.61%
Information Ratio – 3 Years
0.18
1.92
Volatility – 1 Year
13.89%
22.97%
Volatility – 3 Years
18.35%
19.40%
Beta – 1 Year
0.75
1.12
Beta – 3 Years
1.00
0.98
Sharpe Ratio – 1 Year
-0.25
0.61
Sharpe Ratio – 3 Years
0.55
1.30
Worst Rolling Year
12.65%
17.00%
Value at Worst Rolling Year
₹1.13 Cr
₹1.17 Cr
Deepest Drawdown
−26.40%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 37% · M 30% · S 25%
Number of Stocks
37
43
Portfolio P/E
29.42
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%