Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Systamatix - Dynamic Investment
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%
7.60%
6 Months
0.32%
26.61%
1 Year
1.03%
33.69%
3 Years
14.82%
25.74%
5 Years
11.82%
21.83%
Since Inception
13.07%
—
Fund Age
5 yrs 2 mo
8 yrs 4 mo
AUM
₹56.08 Cr
₹158.52 Cr
Alpha – 1 Year
−1.95%
29.93%
Alpha – 3 Years
2.94%
14.85%
Information Ratio – 3 Years
0.18
1.52
Volatility – 1 Year
13.89%
19.82%
Volatility – 3 Years
18.35%
19.44%
Beta – 1 Year
0.75
1.03
Beta – 3 Years
1.00
1.06
Sharpe Ratio – 1 Year
-0.25
1.29
Sharpe Ratio – 3 Years
0.55
1.16
Worst Rolling Year
12.65%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.77%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 29% · S 24%
L 31% · M 28% · S 38%
Number of Stocks
37
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
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%
2% / 0% / 0%