Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
NAFA - Emerging Bluechip
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
0.39%
6 Months
18.13%
5.71%
1 Year
13.15%
−0.97%
3 Years
14.12%
8.86%
5 Years
11.96%
14.20%
Since Inception
13.25%
14.76%
Fund Age
5 yrs 1 mo
10 yrs 5 mo
AUM
₹77.09 Cr
₹447.76 Cr
Alpha – 1 Year
10.17%
−2.83%
Alpha – 3 Years
2.24%
−3.22%
Information Ratio – 3 Years
0.36
0.04
Volatility – 1 Year
23.76%
24.79%
Volatility – 3 Years
19.81%
21.25%
Beta – 1 Year
1.23
1.35
Beta – 3 Years
1.14
1.20
Sharpe Ratio – 1 Year
0.40
-0.14
Sharpe Ratio – 3 Years
0.50
0.31
Worst Rolling Year
8.04%
-13.00%
Value at Worst Rolling Year
₹1.08 Cr
₹0.87 Cr
Deepest Drawdown
−27.15%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
16.70%
19.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 2% · M 12% · S 84%
Number of Stocks
20
32
Portfolio P/E
52.66
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%