Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Unifi APJ 20*
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%
3.07%
6 Months
0.32%
13.63%
1 Year
1.03%
10.76%
3 Years
14.82%
13.00%
5 Years
11.82%
13.13%
Since Inception
13.07%
20.07%
Fund Age
5 yrs 2 mo
10 yrs 11 mo
AUM
₹56.08 Cr
₹942.94 Cr
Alpha – 1 Year
−1.95%
6.04%
Alpha – 3 Years
2.94%
0.91%
Information Ratio – 3 Years
0.18
0.27
Volatility – 1 Year
13.89%
18.61%
Volatility – 3 Years
18.35%
17.55%
Beta – 1 Year
0.75
1.02
Beta – 3 Years
1.00
1.01
Sharpe Ratio – 1 Year
-0.25
0.35
Sharpe Ratio – 3 Years
0.55
0.49
Worst Rolling Year
12.65%
-10.32%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−26.40%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
19.77%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 15% · M 3% · S 82%
Number of Stocks
37
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Portfolio P/E
29.42
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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