Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
4.17%
6 Months
18.13%
19.62%
1 Year
13.15%
12.19%
3 Years
14.12%
23.51%
5 Years
11.96%
13.96%
Since Inception
13.25%
23.13%
Fund Age
5 yrs 1 mo
6 yrs 7 mo
AUM
₹77.09 Cr
₹2,332.81 Cr
Alpha – 1 Year
10.17%
9.21%
Alpha – 3 Years
2.24%
11.63%
Information Ratio – 3 Years
0.36
0.83
Volatility – 1 Year
23.76%
26.11%
Volatility – 3 Years
19.81%
21.82%
Beta – 1 Year
1.23
1.32
Beta – 3 Years
1.14
1.14
Sharpe Ratio – 1 Year
0.40
0.33
Sharpe Ratio – 3 Years
0.50
0.83
Worst Rolling Year
8.04%
12.50%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−27.15%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 14% · M 33% · S 52%
Number of Stocks
20
33
Portfolio P/E
52.66
52.72
Top 5 Holdings
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%