Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
18.13%
22.17%
1 Year
13.15%
13.49%
3 Years
14.12%
12.21%
5 Years
11.96%
11.23%
Since Inception
13.25%
22.14%
Fund Age
5 yrs 1 mo
7 yrs 4 mo
AUM
₹77.09 Cr
₹1,280.4 Cr
Alpha – 1 Year
10.17%
8.77%
Alpha – 3 Years
2.24%
0.12%
Information Ratio – 3 Years
0.36
0.01
Volatility – 1 Year
23.76%
24.60%
Volatility – 3 Years
19.81%
22.41%
Beta – 1 Year
1.23
1.20
Beta – 3 Years
1.14
1.15
Sharpe Ratio – 1 Year
0.40
0.41
Sharpe Ratio – 3 Years
0.50
0.39
Worst Rolling Year
8.04%
4.49%
Value at Worst Rolling Year
₹1.08 Cr
₹1.04 Cr
Deepest Drawdown
−27.15%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
S 100%
Number of Stocks
20
18
Portfolio P/E
52.66
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
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%