Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Nippon - Emerging India - EIP
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%
2.63%
6 Months
18.13%
13.11%
1 Year
13.15%
15.44%
3 Years
14.12%
15.82%
5 Years
11.96%
15.29%
Since Inception
13.25%
15.37%
Fund Age
5 yrs 1 mo
9 yrs 4 mo
AUM
₹77.09 Cr
₹32.48 Cr
Alpha – 1 Year
10.17%
10.72%
Alpha – 3 Years
2.24%
3.73%
Information Ratio – 3 Years
0.36
0.69
Volatility – 1 Year
23.76%
17.99%
Volatility – 3 Years
19.81%
17.45%
Beta – 1 Year
1.23
0.99
Beta – 3 Years
1.14
1.02
Sharpe Ratio – 1 Year
0.40
0.59
Sharpe Ratio – 3 Years
0.50
0.71
Worst Rolling Year
8.04%
-6.27%
Value at Worst Rolling Year
₹1.08 Cr
₹0.94 Cr
Deepest Drawdown
−27.15%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
16.70%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 8% · M 22% · S 44%
Number of Stocks
20
30
Portfolio P/E
52.66
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%