Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
0.32%
11.30%
1 Year
1.03%
5.88%
3 Years
14.82%
—
5 Years
11.82%
—
Since Inception
13.07%
10.85%
Fund Age
5 yrs 2 mo
2 yrs 5 mo
AUM
₹56.08 Cr
₹45.96 Cr
Alpha – 1 Year
−1.95%
−0.98%
Alpha – 3 Years
2.94%
—
Information Ratio – 3 Years
0.18
—
Volatility – 1 Year
13.89%
21.88%
Volatility – 3 Years
18.35%
—
Beta – 1 Year
0.75
2.00
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.25
0.12
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
12.65%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.40%
−19.87%
Recovery Period
Not yet recovered
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 12% · M 4% · S 66%
Number of Stocks
37
39
Portfolio P/E
29.42
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1.5% / 1%