Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs NJ-Freedom ETF Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
NJ-Freedom ETF Portfolio
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%
−0.13%
6 Months
18.13%
1.78%
1 Year
13.15%
6.32%
3 Years
14.12%
11.40%
5 Years
11.96%
9.32%
Since Inception
13.25%
10.72%
Fund Age
5 yrs 1 mo
8 yrs 5 mo
AUM
₹77.09 Cr
₹314.17 Cr
Alpha – 1 Year
10.17%
6.67%
Alpha – 3 Years
2.24%
2.41%
Information Ratio – 3 Years
0.36
0.48
Volatility – 1 Year
23.76%
17.96%
Volatility – 3 Years
19.81%
15.53%
Beta – 1 Year
1.23
1.09
Beta – 3 Years
1.14
1.08
Sharpe Ratio – 1 Year
0.40
0.13
Sharpe Ratio – 3 Years
0.50
0.44
Worst Rolling Year
8.04%
7.40%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−27.15%
−19.45%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
15.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 66% · M 32% · S 1%
Number of Stocks
20
3
Portfolio P/E
52.66
—
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%
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%