Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Turtle Wealth -Growth Mantra
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Motilal Oswal - Multifactor Equity PMS
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
0.32%
9.86%
1 Year
1.03%
32.16%
3 Years
14.82%
19.13%
5 Years
11.82%
12.16%
Since Inception
13.07%
16.12%
Fund Age
5 yrs 2 mo
5 yrs 10 mo
AUM
₹56.08 Cr
₹170.31 Cr
Alpha – 1 Year
−1.95%
27.44%
Alpha – 3 Years
2.94%
7.04%
Information Ratio – 3 Years
0.18
0.58
Volatility – 1 Year
13.89%
17.07%
Volatility – 3 Years
18.35%
17.73%
Beta – 1 Year
0.75
0.65
Beta – 3 Years
1.00
0.86
Sharpe Ratio – 1 Year
-0.25
1.42
Sharpe Ratio – 3 Years
0.55
0.79
Worst Rolling Year
12.65%
0.71%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−26.40%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
19.77%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 11% · M 1% · S 72%
Number of Stocks
37
18
Portfolio P/E
29.42
52.74
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 · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%