Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Motilal Oswal - Ethical
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.53%
6 Months
10.76%
18.13%
1 Year
8.14%
13.15%
3 Years
7.76%
14.12%
5 Years
10.03%
11.96%
Since Inception
11.69%
13.25%
Fund Age
6 yrs 8 mo
5 yrs 1 mo
AUM
₹87.23 Cr
₹77.09 Cr
Alpha – 1 Year
8.57%
10.17%
Alpha – 3 Years
−0.81%
2.24%
Information Ratio – 3 Years
0.02
0.36
Volatility – 1 Year
23.09%
23.76%
Volatility – 3 Years
18.26%
19.81%
Beta – 1 Year
1.29
1.23
Beta – 3 Years
1.11
1.14
Sharpe Ratio – 1 Year
0.21
0.40
Sharpe Ratio – 3 Years
0.22
0.50
Worst Rolling Year
6.59%
8.04%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−25.42%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 28% · M 28% · S 44%
Number of Stocks
41
20
Portfolio P/E
25.23
52.66
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
2% / 0% / 0%