Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
Motilal Oswal - Ethical
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.36%
1.53%
6 Months
18.59%
18.13%
1 Year
13.77%
13.15%
3 Years
9.52%
14.12%
5 Years
8.40%
11.96%
Since Inception
10.24%
13.25%
Fund Age
11 yrs
5 yrs 1 mo
AUM
₹20.83 Cr
₹77.09 Cr
Alpha – 1 Year
14.12%
10.17%
Alpha – 3 Years
0.53%
2.24%
Information Ratio – 3 Years
0.07
0.36
Volatility – 1 Year
22.14%
23.76%
Volatility – 3 Years
20.01%
19.81%
Beta – 1 Year
1.14
1.23
Beta – 3 Years
1.14
1.14
Sharpe Ratio – 1 Year
0.45
0.40
Sharpe Ratio – 3 Years
0.29
0.50
Worst Rolling Year
-15.27%
8.04%
Value at Worst Rolling Year
₹0.85 Cr
₹1.08 Cr
Deepest Drawdown
−27.52%
−27.15%
Recovery Period
441 days
Not yet recovered
1-Year Rolling Windows Positive
76.89%
100.00%
Median Rolling Year
10.76%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 9% · S 77%
L 28% · M 28% · S 44%
Number of Stocks
25
20
Portfolio P/E
29.80
52.66
Top 5 Holdings
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
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 · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
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%