Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
Motilal Oswal - Ethical
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
1.53%
6 Months
4.25%
18.13%
1 Year
−3.44%
13.15%
3 Years
9.79%
14.12%
5 Years
—
11.96%
Since Inception
10.87%
13.25%
Fund Age
3 yrs
5 yrs 1 mo
AUM
₹15.27 Cr
₹77.09 Cr
Alpha – 1 Year
−3.09%
10.17%
Alpha – 3 Years
0.79%
2.24%
Information Ratio – 3 Years
0.12
0.36
Volatility – 1 Year
22.93%
23.76%
Volatility – 3 Years
21.19%
19.81%
Beta – 1 Year
1.23
1.23
Beta – 3 Years
1.16
1.14
Sharpe Ratio – 1 Year
-0.28
0.40
Sharpe Ratio – 3 Years
0.30
0.50
Worst Rolling Year
9.80%
8.04%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
−27.79%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.35%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 0% · S 97%
L 28% · M 28% · S 44%
Number of Stocks
46
20
Portfolio P/E
22.80
52.66
Top 5 Holdings
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
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 · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 0% / 0%