Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Quest Investment Managers – Flagship
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%
6.42%
6 Months
18.13%
15.63%
1 Year
13.15%
0.27%
3 Years
14.12%
12.69%
5 Years
11.96%
8.81%
Since Inception
13.25%
15.48%
Fund Age
5 yrs 1 mo
18 yrs 10 mo
AUM
₹77.09 Cr
₹406.27 Cr
Alpha – 1 Year
10.17%
−4.45%
Alpha – 3 Years
2.24%
0.61%
Information Ratio – 3 Years
0.36
0.21
Volatility – 1 Year
23.76%
22.89%
Volatility – 3 Years
19.81%
19.09%
Beta – 1 Year
1.23
1.13
Beta – 3 Years
1.14
1.05
Sharpe Ratio – 1 Year
0.40
-0.11
Sharpe Ratio – 3 Years
0.50
0.45
Worst Rolling Year
8.04%
-10.83%
Value at Worst Rolling Year
₹1.08 Cr
₹0.89 Cr
Deepest Drawdown
−27.15%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
16.70%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 28% · M 26% · S 45%
Number of Stocks
20
29
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%