Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
ORO-Alpha Value
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%
0.44%
6 Months
18.13%
5.47%
1 Year
13.15%
6.35%
3 Years
14.12%
—
5 Years
11.96%
—
Since Inception
13.25%
6.04%
Fund Age
5 yrs 1 mo
3 yrs 8 mo
AUM
₹77.09 Cr
₹1.28 Cr
Alpha – 1 Year
10.17%
3.37%
Alpha – 3 Years
2.24%
—
Information Ratio – 3 Years
0.36
—
Volatility – 1 Year
23.76%
17.26%
Volatility – 3 Years
19.81%
15.80%
Beta – 1 Year
1.23
0.95
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.40
0.12
Sharpe Ratio – 3 Years
0.50
0.10
Worst Rolling Year
8.04%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−27.15%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.70%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 28% · S 44%
L 42% · M 17% · S 27%
Number of Stocks
20
24
Portfolio P/E
52.66
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%