Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Motilal Oswal - Ethical
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
1.53%
6 Months
9.28%
18.13%
1 Year
4.13%
13.15%
3 Years
7.71%
14.12%
5 Years
8.27%
11.96%
Since Inception
11.49%
13.25%
Fund Age
8 yrs 5 mo
5 yrs 1 mo
AUM
₹123.55 Cr
₹77.09 Cr
Alpha – 1 Year
−0.59%
10.17%
Alpha – 3 Years
−4.38%
2.24%
Information Ratio – 3 Years
-0.33
0.36
Volatility – 1 Year
21.50%
23.76%
Volatility – 3 Years
16.95%
19.81%
Beta – 1 Year
1.12
1.23
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
-0.02
0.40
Sharpe Ratio – 3 Years
0.26
0.50
Worst Rolling Year
7.04%
8.04%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−24.41%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 38% · S 31%
L 28% · M 28% · S 44%
Number of Stocks
20
20
Portfolio P/E
49.58
52.66
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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 · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%