Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.47%
0.30%
6 Months
0.32%
26.99%
1 Year
1.03%
26.29%
3 Years
14.82%
27.01%
5 Years
11.82%
—
Since Inception
13.07%
35.84%
Fund Age
5 yrs 2 mo
4 yrs 3 mo
AUM
₹56.08 Cr
₹521.91 Cr
Alpha – 1 Year
−1.95%
28.33%
Alpha – 3 Years
2.94%
20.36%
Information Ratio – 3 Years
0.18
—
Volatility – 1 Year
13.89%
31.27%
Volatility – 3 Years
18.35%
25.96%
Beta – 1 Year
0.75
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.25
0.72
Sharpe Ratio – 3 Years
0.55
0.85
Worst Rolling Year
12.65%
27.02%
Value at Worst Rolling Year
₹1.13 Cr
₹1.27 Cr
Deepest Drawdown
−26.40%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.77%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 29% · S 24%
—
Number of Stocks
37
49
Portfolio P/E
29.42
21.17
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%
—
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—