Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Right Horizons - Alliance
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%
1.80%
6 Months
18.13%
2.80%
1 Year
13.15%
4.89%
3 Years
14.12%
12.23%
5 Years
11.96%
10.64%
Since Inception
13.25%
8.93%
Fund Age
5 yrs 1 mo
12 yrs
AUM
₹77.09 Cr
₹134.76 Cr
Alpha – 1 Year
10.17%
−1.08%
Alpha – 3 Years
2.24%
1.34%
Information Ratio – 3 Years
0.36
0.07
Volatility – 1 Year
23.76%
10.79%
Volatility – 3 Years
19.81%
9.62%
Beta – 1 Year
1.23
1.04
Beta – 3 Years
1.14
1.10
Sharpe Ratio – 1 Year
0.40
-0.01
Sharpe Ratio – 3 Years
0.50
0.69
Worst Rolling Year
8.04%
0.05%
Value at Worst Rolling Year
₹1.08 Cr
₹1.00 Cr
Deepest Drawdown
−27.15%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
16.70%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 50% · M 11% · S 8%
Number of Stocks
20
33
Portfolio P/E
52.66
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –