Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
0.95%
6 Months
18.13%
11.98%
1 Year
13.15%
18.12%
3 Years
14.12%
18.24%
5 Years
11.96%
—
Since Inception
13.25%
20.21%
Fund Age
5 yrs 1 mo
4 yrs 8 mo
AUM
₹77.09 Cr
₹424.87 Cr
Alpha – 1 Year
10.17%
13.40%
Alpha – 3 Years
2.24%
6.15%
Information Ratio – 3 Years
0.36
0.85
Volatility – 1 Year
23.76%
22.44%
Volatility – 3 Years
19.81%
19.69%
Beta – 1 Year
1.23
1.22
Beta – 3 Years
1.14
1.10
Sharpe Ratio – 1 Year
0.40
0.61
Sharpe Ratio – 3 Years
0.50
0.80
Worst Rolling Year
8.04%
18.24%
Value at Worst Rolling Year
₹1.08 Cr
₹1.18 Cr
Deepest Drawdown
−27.15%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 28% · S 44%
M 1% · S 89%
Number of Stocks
20
30
Portfolio P/E
52.66
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%