Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
Motilal Oswal - Ethical
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.57%
1.53%
6 Months
13.27%
18.13%
1 Year
19.25%
13.15%
3 Years
19.26%
14.12%
5 Years
12.69%
11.96%
Since Inception
18.49%
13.25%
Fund Age
7 yrs 3 mo
5 yrs 1 mo
AUM
₹40.18 Cr
₹77.09 Cr
Alpha – 1 Year
14.53%
10.17%
Alpha – 3 Years
7.17%
2.24%
Information Ratio – 3 Years
0.70
0.36
Volatility – 1 Year
26.49%
23.76%
Volatility – 3 Years
18.75%
19.81%
Beta – 1 Year
1.37
1.23
Beta – 3 Years
1.06
1.14
Sharpe Ratio – 1 Year
0.59
0.40
Sharpe Ratio – 3 Years
0.71
0.50
Worst Rolling Year
12.14%
8.04%
Value at Worst Rolling Year
₹1.12 Cr
₹1.08 Cr
Deepest Drawdown
−15.45%
−27.15%
Recovery Period
24 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.15%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 13% · M 41% · S 44%
L 28% · M 28% · S 44%
Number of Stocks
36
20
Portfolio P/E
41.94
52.66
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%