Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
Motilal Oswal - Ethical
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.04%
1.53%
6 Months
0.68%
18.13%
1 Year
4.83%
13.15%
3 Years
11.13%
14.12%
5 Years
9.90%
11.96%
Since Inception
12.28%
13.25%
Fund Age
15 yrs 2 mo
5 yrs 1 mo
AUM
₹29.37 Cr
₹77.09 Cr
Alpha – 1 Year
0.11%
10.17%
Alpha – 3 Years
−0.96%
2.24%
Information Ratio – 3 Years
-0.05
0.36
Volatility – 1 Year
19.36%
23.76%
Volatility – 3 Years
17.04%
19.81%
Beta – 1 Year
1.09
1.23
Beta – 3 Years
1.00
1.14
Sharpe Ratio – 1 Year
0.06
0.40
Sharpe Ratio – 3 Years
0.43
0.50
Worst Rolling Year
-9.48%
8.04%
Value at Worst Rolling Year
₹0.91 Cr
₹1.08 Cr
Deepest Drawdown
−20.50%
−27.15%
Recovery Period
315 days
Not yet recovered
1-Year Rolling Windows Positive
93.37%
100.00%
Median Rolling Year
15.70%
16.70%
5-Year Rolling Windows Positive
98.37%
100.00%
Market-Cap Mix
L 58% · M 7% · S 23%
L 28% · M 28% · S 44%
Number of Stocks
23
20
Portfolio P/E
35.03
52.66
Top 5 Holdings
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
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 · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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)
1% / 0% / 0%
2% / 0% / 0%