Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Prosperity - Discovery Fund
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%
4.17%
6 Months
18.13%
20.15%
1 Year
13.15%
7.22%
3 Years
14.12%
9.88%
5 Years
11.96%
10.18%
Since Inception
13.25%
17.47%
Fund Age
5 yrs 1 mo
5 yrs 8 mo
AUM
₹77.09 Cr
₹112.12 Cr
Alpha – 1 Year
10.17%
2.50%
Alpha – 3 Years
2.24%
−2.21%
Information Ratio – 3 Years
0.36
-0.17
Volatility – 1 Year
23.76%
30.34%
Volatility – 3 Years
19.81%
23.32%
Beta – 1 Year
1.23
1.54
Beta – 3 Years
1.14
1.29
Sharpe Ratio – 1 Year
0.40
0.19
Sharpe Ratio – 3 Years
0.50
0.29
Worst Rolling Year
8.04%
8.52%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−27.15%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
18.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
M 39% · S 59%
Number of Stocks
20
28
Portfolio P/E
52.66
38.78
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%
—
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%