Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
−0.04%
6 Months
18.13%
0.28%
1 Year
13.15%
2.14%
3 Years
14.12%
10.02%
5 Years
11.96%
13.15%
Since Inception
13.25%
11.46%
Fund Age
5 yrs 1 mo
8 yrs 7 mo
AUM
₹77.09 Cr
₹585.94 Cr
Alpha – 1 Year
10.17%
2.49%
Alpha – 3 Years
2.24%
1.02%
Information Ratio – 3 Years
0.36
0.18
Volatility – 1 Year
23.76%
16.38%
Volatility – 3 Years
19.81%
14.42%
Beta – 1 Year
1.23
1.00
Beta – 3 Years
1.14
0.96
Sharpe Ratio – 1 Year
0.40
-0.13
Sharpe Ratio – 3 Years
0.50
0.38
Worst Rolling Year
8.04%
3.37%
Value at Worst Rolling Year
₹1.08 Cr
₹1.03 Cr
Deepest Drawdown
−27.15%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 65% · M 26% · S 8%
Number of Stocks
20
31
Portfolio P/E
52.66
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 1% / 0%