The investment objective of Motilal Oswal’s Multifactor Equity PMS is to create a portfolio that seeks to outperform the broader market over the investment cycle by taking diversified exposure to different factors of investing, through a systematic and rules-based approach.

Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -2.10% | -1.90% | 9.20% | -10.70% | 7.80% | ||||
Nifty 500 TRI | -3.10% | 4.30% | 16.00% | 4.20% | 15.00% |
Portfolio Holdings
Holding | % |
---|---|
Britannia Industries Ltd. | 6.20 |
Kajaria Ceramics Ltd | 6.10 |
A I A Engineering Limited | 5.80 |
Schaeffler India Ltd | 5.50 |
Procter & Gamble Hygiene And Healthcare | 5.30 |
P I Industries Ltd | 5.30 |
Cummins India Ltd. | 5.20 |
Marico Ltd. | 5.10 |
Hero Motocorp Limited | 4.90 |
Bayer Cropscience Limited | 4.90 |
Top 10 Equity Holdings | 54.47 |
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 28.60 |
Mid Cap | 67.20 |
Small Cap | 4.00 |
Cash | 0.20 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.