Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Purnartha Vision Strategy
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%
5.60%
6 Months
18.13%
9.69%
1 Year
13.15%
14.36%
3 Years
14.12%
13.50%
5 Years
11.96%
8.53%
Since Inception
13.25%
11.34%
Fund Age
5 yrs 1 mo
5 yrs 5 mo
AUM
₹77.09 Cr
₹190.75 Cr
Alpha – 1 Year
10.17%
9.64%
Alpha – 3 Years
2.24%
1.41%
Information Ratio – 3 Years
0.36
0.20
Volatility – 1 Year
23.76%
24.59%
Volatility – 3 Years
19.81%
18.73%
Beta – 1 Year
1.23
1.16
Beta – 3 Years
1.14
1.03
Sharpe Ratio – 1 Year
0.40
0.44
Sharpe Ratio – 3 Years
0.50
0.52
Worst Rolling Year
8.04%
8.91%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−27.15%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 16% · M 12% · S 39%
Number of Stocks
20
—
Portfolio P/E
52.66
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%