Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Phillip Capital - Emerging India 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%
3.88%
6 Months
18.13%
18.21%
1 Year
13.15%
11.44%
3 Years
14.12%
9.27%
5 Years
11.96%
10.90%
Since Inception
13.25%
13.08%
Fund Age
5 yrs 1 mo
9 yrs
AUM
₹77.09 Cr
₹29.3 Cr
Alpha – 1 Year
10.17%
6.74%
Alpha – 3 Years
2.24%
−1.95%
Information Ratio – 3 Years
0.36
-0.21
Volatility – 1 Year
23.76%
23.26%
Volatility – 3 Years
19.81%
18.09%
Beta – 1 Year
1.23
1.21
Beta – 3 Years
1.14
0.98
Sharpe Ratio – 1 Year
0.40
0.35
Sharpe Ratio – 3 Years
0.50
0.32
Worst Rolling Year
8.04%
0.11%
Value at Worst Rolling Year
₹1.08 Cr
₹1.00 Cr
Deepest Drawdown
−27.15%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
16.70%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 6% · M 32% · S 55%
Number of Stocks
20
23
Portfolio P/E
52.66
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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%