Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Right Horizons - Super Value Fund
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%
3.00%
6 Months
18.13%
20.83%
1 Year
13.15%
12.18%
3 Years
14.12%
13.97%
5 Years
11.96%
17.12%
Since Inception
13.25%
15.75%
Fund Age
5 yrs 1 mo
13 yrs 8 mo
AUM
₹77.09 Cr
₹205.48 Cr
Alpha – 1 Year
10.17%
9.20%
Alpha – 3 Years
2.24%
2.09%
Information Ratio – 3 Years
0.36
0.40
Volatility – 1 Year
23.76%
27.53%
Volatility – 3 Years
19.81%
22.15%
Beta – 1 Year
1.23
1.45
Beta – 3 Years
1.14
1.20
Sharpe Ratio – 1 Year
0.40
0.35
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
8.04%
-9.57%
Value at Worst Rolling Year
₹1.08 Cr
₹0.90 Cr
Deepest Drawdown
−27.15%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
16.70%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 28% · M 28% · S 44%
L 17% · M 21% · S 60%
Number of Stocks
20
30
Portfolio P/E
52.66
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 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%
2% / 1% / 0%