Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Motilal Oswal - Multifactor Equity PMS
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
−0.27%
6 Months
0.32%
−1.47%
1 Year
1.03%
6.66%
3 Years
14.82%
11.29%
5 Years
11.82%
13.68%
Since Inception
13.07%
15.03%
Fund Age
5 yrs 2 mo
5 yrs 7 mo
AUM
₹56.08 Cr
₹138.83 Cr
Alpha – 1 Year
−1.95%
7.01%
Alpha – 3 Years
2.94%
2.30%
Information Ratio – 3 Years
0.18
0.23
Volatility – 1 Year
13.89%
16.50%
Volatility – 3 Years
18.35%
16.10%
Beta – 1 Year
0.75
0.93
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
-0.25
0.15
Sharpe Ratio – 3 Years
0.55
0.41
Worst Rolling Year
12.65%
11.25%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−26.40%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
—
Number of Stocks
37
18
Portfolio P/E
29.42
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
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%
3% / 2% / 1%