Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
ValueQuest - Growth
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%
1.42%
6 Months
0.32%
31.94%
1 Year
1.03%
21.84%
3 Years
14.82%
17.21%
5 Years
11.82%
16.75%
Since Inception
13.07%
18.18%
Fund Age
5 yrs 2 mo
13 yrs 5 mo
AUM
₹56.08 Cr
₹2,035.08 Cr
Alpha – 1 Year
−1.95%
18.86%
Alpha – 3 Years
2.94%
5.32%
Information Ratio – 3 Years
0.18
0.50
Volatility – 1 Year
13.89%
24.29%
Volatility – 3 Years
18.35%
19.24%
Beta – 1 Year
0.75
1.15
Beta – 3 Years
1.00
1.04
Sharpe Ratio – 1 Year
-0.25
0.70
Sharpe Ratio – 3 Years
0.55
0.65
Worst Rolling Year
12.65%
-15.08%
Value at Worst Rolling Year
₹1.13 Cr
₹0.85 Cr
Deepest Drawdown
−26.40%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
19.77%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 38% · M 29% · S 24%
L 23% · M 1% · S 69%
Number of Stocks
37
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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% / 1% / 1%