Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
8.72%
6 Months
0.32%
28.59%
1 Year
1.03%
28.02%
3 Years
14.82%
18.67%
5 Years
11.82%
17.18%
Since Inception
13.07%
20.03%
Fund Age
5 yrs 2 mo
5 yrs 4 mo
AUM
₹56.08 Cr
₹221.27 Cr
Alpha – 1 Year
−1.95%
28.37%
Alpha – 3 Years
2.94%
9.68%
Information Ratio – 3 Years
0.18
0.87
Volatility – 1 Year
13.89%
22.32%
Volatility – 3 Years
18.35%
17.88%
Beta – 1 Year
0.75
1.03
Beta – 3 Years
1.00
0.95
Sharpe Ratio – 1 Year
-0.25
0.99
Sharpe Ratio – 3 Years
0.55
0.81
Worst Rolling Year
12.65%
13.69%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−26.40%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 19% · M 4% · S 74%
Number of Stocks
37
29
Portfolio P/E
29.42
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –