Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Right Horizons - Flexi Cap
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%
4.94%
6 Months
18.13%
11.49%
1 Year
13.15%
3.89%
3 Years
14.12%
8.19%
5 Years
11.96%
11.02%
Since Inception
13.25%
10.97%
Fund Age
5 yrs 1 mo
13 yrs 8 mo
AUM
₹77.09 Cr
₹360.51 Cr
Alpha – 1 Year
10.17%
0.91%
Alpha – 3 Years
2.24%
−3.69%
Information Ratio – 3 Years
0.36
-0.18
Volatility – 1 Year
23.76%
23.04%
Volatility – 3 Years
19.81%
19.34%
Beta – 1 Year
1.23
1.26
Beta – 3 Years
1.14
1.17
Sharpe Ratio – 1 Year
0.40
0.04
Sharpe Ratio – 3 Years
0.50
0.30
Worst Rolling Year
8.04%
-8.10%
Value at Worst Rolling Year
₹1.08 Cr
₹0.92 Cr
Deepest Drawdown
−27.15%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
16.70%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 38% · M 28% · S 33%
Number of Stocks
20
29
Portfolio P/E
52.66
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%