Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
1.53%
6 Months
24.60%
18.13%
1 Year
7.56%
13.15%
3 Years
20.98%
14.12%
5 Years
—
11.96%
Since Inception
24.10%
13.25%
Fund Age
4 yrs 4 mo
5 yrs 1 mo
AUM
₹3.89 Cr
₹77.09 Cr
Alpha – 1 Year
4.58%
10.17%
Alpha – 3 Years
9.08%
2.24%
Information Ratio – 3 Years
0.07
0.36
Volatility – 1 Year
32.74%
23.76%
Volatility – 3 Years
27.24%
19.81%
Beta – 1 Year
1.49
1.23
Beta – 3 Years
1.30
1.14
Sharpe Ratio – 1 Year
0.20
0.40
Sharpe Ratio – 3 Years
0.49
0.50
Worst Rolling Year
17.91%
8.04%
Value at Worst Rolling Year
₹1.18 Cr
₹1.08 Cr
Deepest Drawdown
−34.40%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 28% · S 44%
Number of Stocks
27
20
Portfolio P/E
52.77
52.66
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%