Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.53%
6.38%
6 Months
18.13%
30.29%
1 Year
13.15%
21.45%
3 Years
14.12%
18.94%
5 Years
11.96%
—
Since Inception
13.25%
23.25%
Fund Age
5 yrs 1 mo
3 yrs 1 mo
AUM
₹77.09 Cr
₹185.04 Cr
Alpha – 1 Year
10.17%
16.73%
Alpha – 3 Years
2.24%
6.85%
Information Ratio – 3 Years
0.36
0.59
Volatility – 1 Year
23.76%
29.11%
Volatility – 3 Years
19.81%
25.42%
Beta – 1 Year
1.23
1.26
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
0.40
0.62
Sharpe Ratio – 3 Years
0.50
0.60
Worst Rolling Year
8.04%
18.95%
Value at Worst Rolling Year
₹1.08 Cr
₹1.19 Cr
Deepest Drawdown
−27.15%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 28% · S 44%
—
Number of Stocks
20
40
Portfolio P/E
52.66
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%