Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
ASK - Growth
Motilal Oswal - Ethical
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.48%
1.53%
6 Months
−4.38%
18.13%
1 Year
−4.58%
13.15%
3 Years
4.80%
14.12%
5 Years
3.85%
11.96%
Since Inception
17.02%
13.25%
Fund Age
25 yrs 6 mo
5 yrs 1 mo
AUM
₹724.64 Cr
₹77.09 Cr
Alpha – 1 Year
−7.56%
10.17%
Alpha – 3 Years
−7.08%
2.24%
Information Ratio – 3 Years
-1.30
0.36
Volatility – 1 Year
16.92%
23.76%
Volatility – 3 Years
16.49%
19.81%
Beta – 1 Year
0.94
1.23
Beta – 3 Years
1.01
1.14
Sharpe Ratio – 1 Year
-0.52
0.40
Sharpe Ratio – 3 Years
0.04
0.50
Worst Rolling Year
-12.59%
8.04%
Value at Worst Rolling Year
₹0.87 Cr
₹1.08 Cr
Deepest Drawdown
−23.98%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.35%
100.00%
Median Rolling Year
15.09%
16.70%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 28% · M 28% · S 44%
Number of Stocks
22
20
Portfolio P/E
32.63
52.66
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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)
0% / 0% / 0%
2% / 0% / 0%