Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
ORO - All Weather 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%
−0.19%
6 Months
18.13%
−0.42%
1 Year
13.15%
−4.58%
3 Years
14.12%
16.32%
5 Years
11.96%
13.17%
Since Inception
13.25%
13.94%
Fund Age
5 yrs 1 mo
6 yrs 6 mo
AUM
₹77.09 Cr
₹13.16 Cr
Alpha – 1 Year
10.17%
−7.56%
Alpha – 3 Years
2.24%
4.42%
Information Ratio – 3 Years
0.36
0.49
Volatility – 1 Year
23.76%
16.90%
Volatility – 3 Years
19.81%
17.54%
Beta – 1 Year
1.23
0.86
Beta – 3 Years
1.14
0.99
Sharpe Ratio – 1 Year
0.40
-0.52
Sharpe Ratio – 3 Years
0.50
0.69
Worst Rolling Year
8.04%
3.91%
Value at Worst Rolling Year
₹1.08 Cr
₹1.04 Cr
Deepest Drawdown
−27.15%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 66% · M 23%
Number of Stocks
20
20
Portfolio P/E
52.66
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%