PMS · Equity · Multi Cap
Motilal Oswal - Multifactor Equity PMS
Fund size₹56 Cr
Alpha (3Y)3.09%
3Y return14.82%
Fund age5 yrs 2 mo
Fund Manager
Growth of₹Cr
Motilal Oswal Multifactor Equity PMS
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Motilal Oswal Multifactor Equity PMS | −2.97% | 1.03% | −6.87% | 14.82% | 11.82% | 13.07% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.88% | 12.34% | 13.93% |
| Excess over benchmark | −1.90% | −1.95% | −7.29% | 2.94% | −0.52% | −0.86% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
18.35%
Benchmark approx 14.91%
A standard deviation reflecting historical swings.
Sensitivity
1.00
Beta vs benchmark 1.00
How strongly the scheme moves with the index.
Risk-reward
0.55
Sharpe
Excess return gained per unit of volatility.
Capture ratio
108 / 93
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −26.40% from its 30 Aug 2024 peak to a 03 Mar 2025 trough. It has not yet recovered.
Max drawdowns
−26.40%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Aug 2024 | 03 Mar 2025 | −26.40% | 185 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak30 Aug 2024
Trough03 Mar 2025
Depth−26.40%
Fell over185 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
37
P/E ratio
29.42
P/B ratio
5.07
Dividend yield
0.37%
Avg market cap
₹1.06 L Cr
Median market cap
₹88,591 Cr
Asset class
Equity
Market cap
Large cap38.44%
Mid cap28.85%
Small cap23.99%
Cash & others8.72%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance LinkedFixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 8%
Exit load 2.00% within 1 year, nil after 2 years. Lock-in: Nil.
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