Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
18.13%
8.08%
1 Year
13.15%
10.16%
3 Years
14.12%
15.60%
5 Years
11.96%
—
Since Inception
13.25%
19.84%
Fund Age
5 yrs 1 mo
6 yrs 11 mo
AUM
₹77.09 Cr
₹3.18 Cr
Alpha – 1 Year
10.17%
7.18%
Alpha – 3 Years
2.24%
3.72%
Information Ratio – 3 Years
0.36
0.60
Volatility – 1 Year
23.76%
19.93%
Volatility – 3 Years
19.81%
18.09%
Beta – 1 Year
1.23
1.12
Beta – 3 Years
1.14
1.14
Sharpe Ratio – 1 Year
0.40
0.31
Sharpe Ratio – 3 Years
0.50
0.60
Worst Rolling Year
8.04%
14.68%
Value at Worst Rolling Year
₹1.08 Cr
₹1.15 Cr
Deepest Drawdown
−27.15%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 28% · S 44%
L 31% · M 55% · S 12%
Number of Stocks
20
29
Portfolio P/E
52.66
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / –