Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
0.25%
6 Months
24.60%
15.19%
1 Year
7.56%
3.21%
3 Years
20.98%
19.65%
5 Years
—
—
Since Inception
24.10%
25.09%
Fund Age
4 yrs 4 mo
3 yrs 5 mo
AUM
₹3.89 Cr
₹4,148.34 Cr
Alpha – 1 Year
4.58%
0.23%
Alpha – 3 Years
9.08%
7.77%
Information Ratio – 3 Years
0.07
0.62
Volatility – 1 Year
32.74%
21.54%
Volatility – 3 Years
27.24%
22.15%
Beta – 1 Year
1.49
1.06
Beta – 3 Years
1.30
1.15
Sharpe Ratio – 1 Year
0.20
-0.01
Sharpe Ratio – 3 Years
0.49
0.68
Worst Rolling Year
17.91%
19.49%
Value at Worst Rolling Year
₹1.18 Cr
₹1.19 Cr
Deepest Drawdown
−34.40%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
21.76%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
27
26
Portfolio P/E
52.77
55.82
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%
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%