Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Motilal Oswal-Founders
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%
0.25%
6 Months
26.95%
15.19%
1 Year
13.12%
3.21%
3 Years
17.80%
19.65%
5 Years
15.04%
—
Since Inception
22.70%
25.09%
Fund Age
8 yrs
3 yrs 5 mo
AUM
₹357.26 Cr
₹4,148.34 Cr
Alpha – 1 Year
10.14%
0.23%
Alpha – 3 Years
5.90%
7.77%
Information Ratio – 3 Years
0.31
0.62
Volatility – 1 Year
32.38%
21.54%
Volatility – 3 Years
25.45%
22.15%
Beta – 1 Year
1.68
1.06
Beta – 3 Years
1.37
1.15
Sharpe Ratio – 1 Year
0.36
-0.01
Sharpe Ratio – 3 Years
0.56
0.68
Worst Rolling Year
11.19%
19.49%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−26.50%
−27.91%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 26% · M 35% · S 37%
Number of Stocks
42
26
Portfolio P/E
42.01
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%