Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Solidarity Advisors - Prudence
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%
8.45%
6 Months
18.13%
29.49%
1 Year
13.15%
37.09%
3 Years
14.12%
18.49%
5 Years
11.96%
12.39%
Since Inception
13.25%
18.64%
Fund Age
5 yrs 1 mo
10 yrs 3 mo
AUM
₹77.09 Cr
₹1,760.35 Cr
Alpha – 1 Year
10.17%
32.37%
Alpha – 3 Years
2.24%
6.40%
Information Ratio – 3 Years
0.36
0.52
Volatility – 1 Year
23.76%
25.02%
Volatility – 3 Years
19.81%
18.27%
Beta – 1 Year
1.23
1.22
Beta – 3 Years
1.14
0.89
Sharpe Ratio – 1 Year
0.40
1.18
Sharpe Ratio – 3 Years
0.50
0.74
Worst Rolling Year
8.04%
-0.28%
Value at Worst Rolling Year
₹1.08 Cr
₹1.00 Cr
Deepest Drawdown
−27.15%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
16.70%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 11% · S 71%
Number of Stocks
20
13
Portfolio P/E
52.66
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%