Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Sundaram Alternate - SISOP
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%
5.72%
6 Months
0.32%
23.48%
1 Year
1.03%
38.68%
3 Years
14.82%
26.01%
5 Years
11.82%
16.58%
Since Inception
13.07%
18.98%
Fund Age
5 yrs 2 mo
16 yrs 6 mo
AUM
₹56.08 Cr
₹1,885.18 Cr
Alpha – 1 Year
−1.95%
33.96%
Alpha – 3 Years
2.94%
13.92%
Information Ratio – 3 Years
0.18
1.27
Volatility – 1 Year
13.89%
28.06%
Volatility – 3 Years
18.35%
20.41%
Beta – 1 Year
0.75
1.39
Beta – 3 Years
1.00
1.06
Sharpe Ratio – 1 Year
-0.25
1.12
Sharpe Ratio – 3 Years
0.55
1.06
Worst Rolling Year
12.65%
-4.06%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−26.40%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
19.77%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 38% · M 29% · S 24%
L 40% · M 32% · S 24%
Number of Stocks
37
28
Portfolio P/E
29.42
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%