Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Pelican PE fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
−1.39%
6 Months
18.13%
−2.47%
1 Year
13.15%
1.15%
3 Years
14.12%
8.53%
5 Years
11.96%
8.38%
Since Inception
13.25%
10.13%
Fund Age
5 yrs 1 mo
8 yrs 2 mo
AUM
₹77.09 Cr
₹52.94 Cr
Alpha – 1 Year
10.17%
1.50%
Alpha – 3 Years
2.24%
−0.47%
Information Ratio – 3 Years
0.36
-0.50
Volatility – 1 Year
23.76%
18.43%
Volatility – 3 Years
19.81%
14.27%
Beta – 1 Year
1.23
1.13
Beta – 3 Years
1.14
0.99
Sharpe Ratio – 1 Year
0.40
-0.13
Sharpe Ratio – 3 Years
0.50
0.15
Worst Rolling Year
8.04%
7.57%
Value at Worst Rolling Year
₹1.08 Cr
₹1.08 Cr
Deepest Drawdown
−27.15%
−16.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
12.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 64% · M 27% · S 1%
Number of Stocks
20
10
Portfolio P/E
52.66
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%