Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
7.67%
6 Months
0.32%
27.70%
1 Year
1.03%
47.52%
3 Years
14.82%
23.98%
5 Years
11.82%
15.87%
Since Inception
13.07%
18.55%
Fund Age
5 yrs 2 mo
16 yrs 2 mo
AUM
₹56.08 Cr
₹1,022.92 Cr
Alpha – 1 Year
−1.95%
42.80%
Alpha – 3 Years
2.94%
11.89%
Information Ratio – 3 Years
0.18
1.12
Volatility – 1 Year
13.89%
28.29%
Volatility – 3 Years
18.35%
20.76%
Beta – 1 Year
0.75
1.36
Beta – 3 Years
1.00
1.07
Sharpe Ratio – 1 Year
-0.25
1.33
Sharpe Ratio – 3 Years
0.55
0.99
Worst Rolling Year
12.65%
-4.58%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−26.40%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
19.77%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 22% · M 32% · S 42%
Number of Stocks
37
26
Portfolio P/E
29.42
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%