Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Motilal Oswal - Ethical
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
1.53%
6 Months
0.50%
18.13%
1 Year
6.34%
13.15%
3 Years
19.74%
14.12%
5 Years
16.62%
11.96%
Since Inception
20.10%
13.25%
Fund Age
6 yrs 1 mo
5 yrs 1 mo
AUM
₹56.91 Cr
₹77.09 Cr
Alpha – 1 Year
1.64%
10.17%
Alpha – 3 Years
7.64%
2.24%
Information Ratio – 3 Years
0.90
0.36
Volatility – 1 Year
16.52%
23.76%
Volatility – 3 Years
17.18%
19.81%
Beta – 1 Year
0.89
1.23
Beta – 3 Years
1.04
1.14
Sharpe Ratio – 1 Year
0.14
0.40
Sharpe Ratio – 3 Years
0.84
0.50
Worst Rolling Year
18.93%
8.04%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−18.72%
−27.15%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 28% · M 28% · S 44%
Number of Stocks
20
20
Portfolio P/E
27.00
52.66
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%