Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
True-Equity Factor Quant
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%
1.09%
6 Months
0.32%
3.47%
1 Year
1.03%
−3.80%
3 Years
14.82%
11.26%
5 Years
11.82%
—
Since Inception
13.07%
13.40%
Fund Age
5 yrs 2 mo
3 yrs 11 mo
AUM
₹56.08 Cr
₹143.29 Cr
Alpha – 1 Year
−1.95%
−6.78%
Alpha – 3 Years
2.94%
−0.63%
Information Ratio – 3 Years
0.18
-0.10
Volatility – 1 Year
13.89%
15.14%
Volatility – 3 Years
18.35%
16.91%
Beta – 1 Year
0.75
0.83
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
-0.25
-0.54
Sharpe Ratio – 3 Years
0.55
0.40
Worst Rolling Year
12.65%
11.18%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−26.40%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
17.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 29% · S 24%
—
Number of Stocks
37
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
—
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%