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