Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
−3.00%
6 Months
18.13%
11.07%
1 Year
13.15%
9.25%
3 Years
14.12%
3.01%
5 Years
11.96%
—
Since Inception
13.25%
10.50%
Fund Age
5 yrs 1 mo
4 yrs 2 mo
AUM
₹77.09 Cr
₹74.56 Cr
Alpha – 1 Year
10.17%
6.27%
Alpha – 3 Years
2.24%
−8.88%
Information Ratio – 3 Years
0.36
-0.48
Volatility – 1 Year
23.76%
15.51%
Volatility – 3 Years
19.81%
18.23%
Beta – 1 Year
1.23
0.71
Beta – 3 Years
1.14
0.88
Sharpe Ratio – 1 Year
0.40
0.29
Sharpe Ratio – 3 Years
0.50
-0.05
Worst Rolling Year
8.04%
3.02%
Value at Worst Rolling Year
₹1.08 Cr
₹1.03 Cr
Deepest Drawdown
−27.15%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
9.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 28% · S 44%
—
Number of Stocks
20
—
Portfolio P/E
52.66
—
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
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%