Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
11.42%
6 Months
18.13%
35.03%
1 Year
13.15%
37.21%
3 Years
14.12%
27.05%
5 Years
11.96%
21.76%
Since Inception
13.25%
19.33%
Fund Age
5 yrs 1 mo
6 yrs 10 mo
AUM
₹77.09 Cr
₹2,975 Cr
Alpha – 1 Year
10.17%
23.77%
Alpha – 3 Years
2.24%
6.78%
Information Ratio – 3 Years
0.36
5.24
Volatility – 1 Year
23.76%
18.59%
Volatility – 3 Years
19.81%
19.39%
Beta – 1 Year
1.23
1.23
Beta – 3 Years
1.14
1.12
Sharpe Ratio – 1 Year
0.40
1.44
Sharpe Ratio – 3 Years
0.50
0.98
Worst Rolling Year
8.04%
-6.18%
Value at Worst Rolling Year
₹1.08 Cr
₹0.94 Cr
Deepest Drawdown
−27.15%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
16.70%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
—
Number of Stocks
20
14
Portfolio P/E
52.66
25.70
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%
—
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%