Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
10.24%
6 Months
18.13%
31.65%
1 Year
13.15%
26.47%
3 Years
14.12%
18.72%
5 Years
11.96%
16.28%
Since Inception
13.25%
14.51%
Fund Age
5 yrs 1 mo
10 yrs 10 mo
AUM
₹77.09 Cr
₹423.36 Cr
Alpha – 1 Year
10.17%
21.75%
Alpha – 3 Years
2.24%
6.63%
Information Ratio – 3 Years
0.36
0.36
Volatility – 1 Year
23.76%
28.25%
Volatility – 3 Years
19.81%
24.90%
Beta – 1 Year
1.23
1.32
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
0.40
0.78
Sharpe Ratio – 3 Years
0.50
0.60
Worst Rolling Year
8.04%
-5.98%
Value at Worst Rolling Year
₹1.08 Cr
₹0.94 Cr
Deepest Drawdown
−27.15%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
16.70%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 12% · M 6% · S 82%
Number of Stocks
20
62
Portfolio P/E
52.66
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%