Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Capgrow - 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
3.35%
1.53%
6 Months
3.75%
18.13%
1 Year
−5.76%
13.15%
3 Years
3.98%
14.12%
5 Years
6.05%
11.96%
Since Inception
9.94%
13.25%
Fund Age
7 yrs 9 mo
5 yrs 1 mo
AUM
₹45.09 Cr
₹77.09 Cr
Alpha – 1 Year
−8.74%
10.17%
Alpha – 3 Years
−7.91%
2.24%
Information Ratio – 3 Years
-1.11
0.36
Volatility – 1 Year
21.69%
23.76%
Volatility – 3 Years
18.00%
19.81%
Beta – 1 Year
1.21
1.23
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
-0.42
0.40
Sharpe Ratio – 3 Years
0.01
0.50
Worst Rolling Year
3.08%
8.04%
Value at Worst Rolling Year
₹1.03 Cr
₹1.08 Cr
Deepest Drawdown
−29.01%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 28% · M 28% · S 44%
Number of Stocks
43
20
Portfolio P/E
—
52.66
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%