Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
1.47%
6 Months
18.13%
5.42%
1 Year
13.15%
9.64%
3 Years
14.12%
10.36%
5 Years
11.96%
7.75%
Since Inception
13.25%
11.08%
Fund Age
5 yrs 1 mo
9 yrs 11 mo
AUM
₹77.09 Cr
₹66.05 Cr
Alpha – 1 Year
10.17%
9.99%
Alpha – 3 Years
2.24%
1.36%
Information Ratio – 3 Years
0.36
0.51
Volatility – 1 Year
23.76%
17.05%
Volatility – 3 Years
19.81%
14.23%
Beta – 1 Year
1.23
1.05
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.40
0.31
Sharpe Ratio – 3 Years
0.50
0.40
Worst Rolling Year
8.04%
0.57%
Value at Worst Rolling Year
₹1.08 Cr
₹1.01 Cr
Deepest Drawdown
−27.15%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
16.70%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 84% · M 12%
Number of Stocks
20
23
Portfolio P/E
52.66
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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 · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—