Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Sameeksha - Equity 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%
−0.38%
6 Months
18.13%
11.48%
1 Year
13.15%
7.29%
3 Years
14.12%
16.29%
5 Years
11.96%
16.45%
Since Inception
13.25%
20.67%
Fund Age
5 yrs 1 mo
10 yrs 4 mo
AUM
₹77.09 Cr
₹1,333.94 Cr
Alpha – 1 Year
10.17%
2.57%
Alpha – 3 Years
2.24%
4.20%
Information Ratio – 3 Years
0.36
0.52
Volatility – 1 Year
23.76%
21.33%
Volatility – 3 Years
19.81%
16.22%
Beta – 1 Year
1.23
1.18
Beta – 3 Years
1.14
0.93
Sharpe Ratio – 1 Year
0.40
0.18
Sharpe Ratio – 3 Years
0.50
0.69
Worst Rolling Year
8.04%
-0.52%
Value at Worst Rolling Year
₹1.08 Cr
₹0.99 Cr
Deepest Drawdown
−27.15%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
16.70%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
—
Number of Stocks
20
50
Portfolio P/E
52.66
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 0% / 0%