Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Motilal Oswal - Ethical
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
1.53%
6 Months
−5.56%
18.13%
1 Year
34.70%
13.15%
3 Years
27.41%
14.12%
5 Years
32.51%
11.96%
Since Inception
32.15%
13.25%
Fund Age
13 yrs 6 mo
5 yrs 1 mo
AUM
₹2,318.72 Cr
₹77.09 Cr
Alpha – 1 Year
35.05%
10.17%
Alpha – 3 Years
18.41%
2.24%
Information Ratio – 3 Years
1.03
0.36
Volatility – 1 Year
21.67%
23.76%
Volatility – 3 Years
15.53%
19.81%
Beta – 1 Year
0.28
1.23
Beta – 3 Years
0.35
1.14
Sharpe Ratio – 1 Year
1.24
0.40
Sharpe Ratio – 3 Years
1.31
0.50
Worst Rolling Year
-17.36%
8.04%
Value at Worst Rolling Year
₹0.83 Cr
₹1.08 Cr
Deepest Drawdown
−21.72%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 28% · M 28% · S 44%
Number of Stocks
9
20
Portfolio P/E
14.68
52.66
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%