Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Turtle Wealth - Profit Mantra
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Motilal Oswal - Multifactor Equity PMS
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.47%
7.48%
6 Months
0.32%
9.42%
1 Year
1.03%
28.25%
3 Years
14.82%
18.47%
5 Years
11.82%
21.31%
Since Inception
13.07%
21.69%
Fund Age
5 yrs 2 mo
5 yrs
AUM
₹56.08 Cr
₹79.02 Cr
Alpha – 1 Year
−1.95%
23.53%
Alpha – 3 Years
2.94%
6.38%
Information Ratio – 3 Years
0.18
0.27
Volatility – 1 Year
13.89%
18.12%
Volatility – 3 Years
18.35%
27.25%
Beta – 1 Year
0.75
0.87
Beta – 3 Years
1.00
0.86
Sharpe Ratio – 1 Year
-0.25
1.18
Sharpe Ratio – 3 Years
0.55
0.56
Worst Rolling Year
12.65%
15.67%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−26.40%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 10% · M 9% · S 69%
Number of Stocks
37
34
Portfolio P/E
29.42
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%