Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
NBC - Seeking Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
3.51%
6 Months
18.13%
12.65%
1 Year
13.15%
22.80%
3 Years
14.12%
18.05%
5 Years
11.96%
41.98%
Since Inception
13.25%
7.54%
Fund Age
5 yrs 1 mo
9 yrs 2 mo
AUM
₹77.09 Cr
₹9.17 Cr
Alpha – 1 Year
10.17%
24.84%
Alpha – 3 Years
2.24%
11.40%
Information Ratio – 3 Years
0.36
—
Volatility – 1 Year
23.76%
21.50%
Volatility – 3 Years
19.81%
17.94%
Beta – 1 Year
1.23
—
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.40
0.82
Sharpe Ratio – 3 Years
0.50
0.76
Worst Rolling Year
8.04%
-34.33%
Value at Worst Rolling Year
₹1.08 Cr
₹0.66 Cr
Deepest Drawdown
−27.15%
−18.33%
Recovery Period
Not yet recovered
81 days
1-Year Rolling Windows Positive
100.00%
68.37%
Median Rolling Year
16.70%
26.92%
5-Year Rolling Windows Positive
100.00%
74.51%
Market-Cap Mix
L 28% · M 28% · S 44%
L 13% · M 14% · S 73%
Number of Stocks
20
18
Portfolio P/E
52.66
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%