Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Oro-alpha compounders
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%
2.98%
6 Months
18.13%
−0.13%
1 Year
13.15%
−2.80%
3 Years
14.12%
13.20%
5 Years
11.96%
—
Since Inception
13.25%
13.51%
Fund Age
5 yrs 1 mo
3 yrs 8 mo
AUM
₹77.09 Cr
₹30.6 Cr
Alpha – 1 Year
10.17%
−5.78%
Alpha – 3 Years
2.24%
1.30%
Information Ratio – 3 Years
0.36
0.16
Volatility – 1 Year
23.76%
16.62%
Volatility – 3 Years
19.81%
16.99%
Beta – 1 Year
1.23
0.93
Beta – 3 Years
1.14
1.05
Sharpe Ratio – 1 Year
0.40
-0.42
Sharpe Ratio – 3 Years
0.50
0.50
Worst Rolling Year
8.04%
13.00%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−27.15%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 28% · S 44%
L 44% · M 26% · S 17%
Number of Stocks
20
24
Portfolio P/E
52.66
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%