Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Motilal Oswal - Ethical
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
1.53%
6 Months
−2.30%
18.13%
1 Year
1.68%
13.15%
3 Years
13.91%
14.12%
5 Years
—
11.96%
Since Inception
14.05%
13.25%
Fund Age
3 yrs 10 mo
5 yrs 1 mo
AUM
₹53.78 Cr
₹77.09 Cr
Alpha – 1 Year
−3.04%
10.17%
Alpha – 3 Years
1.82%
2.24%
Information Ratio – 3 Years
0.34
0.36
Volatility – 1 Year
15.80%
23.76%
Volatility – 3 Years
15.64%
19.81%
Beta – 1 Year
0.86
1.23
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
-0.15
0.40
Sharpe Ratio – 3 Years
0.71
0.50
Worst Rolling Year
15.78%
8.04%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−18.40%
−27.15%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 28% · S 44%
Number of Stocks
—
20
Portfolio P/E
—
52.66
Top 5 Holdings
—
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
—
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%