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 | 4.5% | 10.1% | 5.8% | 4.1% | 13.3% | ||||
| Nifty 500 TRI | 4.7% | 9.1% | 8.0% | 6.7% | 18.3% |
Portfolio Holdings
| Holding | % |
|---|---|
| GRINDWELL NORTON LTD | 6.37 |
| KAJARIA CERAMICS LTD | 6.27 |
| Britannia Industries Ltd. | 5.70 |
| Skf Bearing Ltd | 5.70 |
| SCHAEFFLER INDIA LTD | 5.64 |
| A I A Engineering Limited | 5.50 |
| Procter & Gamble Hygiene and Healthcare | 5.36 |
| GALAXY SURFACTANTS LTD | 5.31 |
| Marico Ltd. | 5.21 |
| Hero Motocorp Limited | 5.08 |
| Top 10 Equity Holdings | 56.14 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 22.9 |
| Mid Cap | 57.9 |
| Small Cap | 18.6 |
| Cash | 0.6 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
