Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Motilal Oswal - Ethical
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
1.53%
6 Months
26.95%
18.13%
1 Year
13.12%
13.15%
3 Years
17.80%
14.12%
5 Years
15.04%
11.96%
Since Inception
22.70%
13.25%
Fund Age
8 yrs
5 yrs 1 mo
AUM
₹357.26 Cr
₹77.09 Cr
Alpha – 1 Year
10.14%
10.17%
Alpha – 3 Years
5.90%
2.24%
Information Ratio – 3 Years
0.31
0.36
Volatility – 1 Year
32.38%
23.76%
Volatility – 3 Years
25.45%
19.81%
Beta – 1 Year
1.68
1.23
Beta – 3 Years
1.37
1.14
Sharpe Ratio – 1 Year
0.36
0.40
Sharpe Ratio – 3 Years
0.56
0.50
Worst Rolling Year
11.19%
8.04%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−26.50%
−27.15%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 28% · M 28% · S 44%
Number of Stocks
42
20
Portfolio P/E
42.01
52.66
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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 · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%