Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Motilal Oswal - Ethical
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
1.53%
6 Months
1.74%
18.13%
1 Year
10.49%
13.15%
3 Years
12.80%
14.12%
5 Years
12.91%
11.96%
Since Inception
15.37%
13.25%
Fund Age
7 yrs 7 mo
5 yrs 1 mo
AUM
₹15.96 Cr
₹77.09 Cr
Alpha – 1 Year
10.84%
10.17%
Alpha – 3 Years
3.80%
2.24%
Information Ratio – 3 Years
0.47
0.36
Volatility – 1 Year
19.22%
23.76%
Volatility – 3 Years
17.53%
19.81%
Beta – 1 Year
1.18
1.23
Beta – 3 Years
1.15
1.14
Sharpe Ratio – 1 Year
0.34
0.40
Sharpe Ratio – 3 Years
0.48
0.50
Worst Rolling Year
12.46%
8.04%
Value at Worst Rolling Year
₹1.12 Cr
₹1.08 Cr
Deepest Drawdown
−19.38%
−27.15%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 28% · M 28% · S 44%
Number of Stocks
38
20
Portfolio P/E
24.65
52.66
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%