Portfolio Management Services (PMS)Compare Schemes
Counter Cyclical - Diversified Long Term Value vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Counter Cyclical - Diversified Long Term Value
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
4.89%
1.53%
6 Months
26.09%
18.13%
1 Year
14.74%
13.15%
3 Years
18.63%
14.12%
5 Years
29.18%
11.96%
Since Inception
45.31%
13.25%
Fund Age
7 yrs 1 mo
5 yrs 1 mo
AUM
₹1,025.6 Cr
₹77.09 Cr
Alpha – 1 Year
10.02%
10.17%
Alpha – 3 Years
6.54%
2.24%
Information Ratio – 3 Years
0.41
0.36
Volatility – 1 Year
29.04%
23.76%
Volatility – 3 Years
23.98%
19.81%
Beta – 1 Year
1.50
1.23
Beta – 3 Years
1.19
1.14
Sharpe Ratio – 1 Year
0.42
0.40
Sharpe Ratio – 3 Years
0.61
0.50
Worst Rolling Year
17.65%
8.04%
Value at Worst Rolling Year
₹1.18 Cr
₹1.08 Cr
Deepest Drawdown
−31.35%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
48.53%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 28% · M 28% · S 44%
Number of Stocks
182
20
Portfolio P/E
16.18
52.66
Top 5 Holdings
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
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
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%