Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Motilal Oswal - NTDOP
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%
3.69%
6 Months
26.95%
8.66%
1 Year
13.12%
4.44%
3 Years
17.80%
14.48%
5 Years
15.04%
8.94%
Since Inception
22.70%
14.23%
Fund Age
8 yrs
18 yrs 11 mo
AUM
₹357.26 Cr
₹4,562.38 Cr
Alpha – 1 Year
10.14%
1.46%
Alpha – 3 Years
5.90%
2.60%
Information Ratio – 3 Years
0.31
0.08
Volatility – 1 Year
32.38%
20.33%
Volatility – 3 Years
25.45%
19.22%
Beta – 1 Year
1.68
1.12
Beta – 3 Years
1.37
1.12
Sharpe Ratio – 1 Year
0.36
0.00
Sharpe Ratio – 3 Years
0.56
0.51
Worst Rolling Year
11.19%
-6.78%
Value at Worst Rolling Year
₹1.11 Cr
₹0.93 Cr
Deepest Drawdown
−26.50%
−26.97%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
27.28%
15.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 16% · M 42% · S 38%
Number of Stocks
42
33
Portfolio P/E
42.01
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
—
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%