Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
3.80%
6 Months
18.13%
7.35%
1 Year
13.15%
9.59%
3 Years
14.12%
7.90%
5 Years
11.96%
12.07%
Since Inception
13.25%
14.25%
Fund Age
5 yrs 1 mo
13 yrs 1 mo
AUM
₹77.09 Cr
₹106.28 Cr
Alpha – 1 Year
10.17%
9.94%
Alpha – 3 Years
2.24%
−1.10%
Information Ratio – 3 Years
0.36
-0.12
Volatility – 1 Year
23.76%
15.58%
Volatility – 3 Years
19.81%
14.39%
Beta – 1 Year
1.23
0.83
Beta – 3 Years
1.14
0.84
Sharpe Ratio – 1 Year
0.40
0.33
Sharpe Ratio – 3 Years
0.50
0.24
Worst Rolling Year
8.04%
-8.02%
Value at Worst Rolling Year
₹1.08 Cr
₹0.92 Cr
Deepest Drawdown
−27.15%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
16.70%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 39% · M 40% · S 18%
Number of Stocks
20
25
Portfolio P/E
52.66
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%