Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
Xylem Maverick Strategy
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%
9.42%
6 Months
0.32%
52.78%
1 Year
1.03%
27.27%
3 Years
14.82%
—
5 Years
11.82%
—
Since Inception
13.07%
23.72%
Fund Age
5 yrs 2 mo
19 mo
AUM
₹56.08 Cr
₹71.55 Cr
Alpha – 1 Year
−1.95%
22.55%
Alpha – 3 Years
2.94%
—
Information Ratio – 3 Years
0.18
—
Volatility – 1 Year
13.89%
31.93%
Volatility – 3 Years
18.35%
—
Beta – 1 Year
0.75
1.29
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.25
0.74
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
12.65%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.40%
−27.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.77%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 29% · S 24%
S 96%
Number of Stocks
37
19
Portfolio P/E
29.42
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%