Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
18.13%
15.63%
1 Year
13.15%
20.01%
3 Years
14.12%
17.10%
5 Years
11.96%
15.64%
Since Inception
13.25%
13.05%
Fund Age
5 yrs 1 mo
8 yrs 11 mo
AUM
₹77.09 Cr
₹46.46 Cr
Alpha – 1 Year
10.17%
15.29%
Alpha – 3 Years
2.24%
5.01%
Information Ratio – 3 Years
0.36
0.88
Volatility – 1 Year
23.76%
20.61%
Volatility – 3 Years
19.81%
19.98%
Beta – 1 Year
1.23
0.94
Beta – 3 Years
1.14
1.02
Sharpe Ratio – 1 Year
0.40
0.73
Sharpe Ratio – 3 Years
0.50
0.85
Worst Rolling Year
8.04%
-3.76%
Value at Worst Rolling Year
₹1.08 Cr
₹0.96 Cr
Deepest Drawdown
−27.15%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
16.70%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 27% · M 34% · S 33%
Number of Stocks
20
25
Portfolio P/E
52.66
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%