Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Unifi Blended - Rangoli
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Motilal Oswal - Multifactor Equity PMS
Unifi Blended - Rangoli
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%
3.17%
6 Months
0.32%
10.91%
1 Year
1.03%
10.45%
3 Years
14.82%
10.60%
5 Years
11.82%
10.74%
Since Inception
13.07%
18.07%
Fund Age
5 yrs 2 mo
9 yrs 2 mo
AUM
₹56.08 Cr
₹11,464.61 Cr
Alpha – 1 Year
−1.95%
5.73%
Alpha – 3 Years
2.94%
−1.49%
Information Ratio – 3 Years
0.18
-0.11
Volatility – 1 Year
13.89%
18.78%
Volatility – 3 Years
18.35%
16.83%
Beta – 1 Year
0.75
1.04
Beta – 3 Years
1.00
1.02
Sharpe Ratio – 1 Year
-0.25
0.34
Sharpe Ratio – 3 Years
0.55
0.37
Worst Rolling Year
12.65%
4.89%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−26.40%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 24% · M 11% · S 66%
Number of Stocks
37
—
Portfolio P/E
29.42
21.80
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
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
—
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%