Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
0.32%
7.61%
1 Year
1.03%
−0.76%
3 Years
14.82%
11.28%
5 Years
11.82%
9.58%
Since Inception
13.07%
11.67%
Fund Age
5 yrs 2 mo
7 yrs 11 mo
AUM
₹56.08 Cr
₹12.5 Cr
Alpha – 1 Year
−1.95%
−3.74%
Alpha – 3 Years
2.94%
−0.61%
Information Ratio – 3 Years
0.18
-0.06
Volatility – 1 Year
13.89%
20.02%
Volatility – 3 Years
18.35%
16.21%
Beta – 1 Year
0.75
1.05
Beta – 3 Years
1.00
0.91
Sharpe Ratio – 1 Year
-0.25
-0.22
Sharpe Ratio – 3 Years
0.55
0.41
Worst Rolling Year
12.65%
8.66%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−26.40%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 36% · M 30% · S 35%
Number of Stocks
37
15
Portfolio P/E
29.42
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%