Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Sowilo Multicap Fund
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%
3.12%
6 Months
18.13%
20.18%
1 Year
13.15%
17.30%
3 Years
14.12%
18.32%
5 Years
11.96%
—
Since Inception
13.25%
21.17%
Fund Age
5 yrs 1 mo
3 yrs 2 mo
AUM
₹77.09 Cr
₹171.55 Cr
Alpha – 1 Year
10.17%
12.58%
Alpha – 3 Years
2.24%
6.23%
Information Ratio – 3 Years
0.36
0.82
Volatility – 1 Year
23.76%
24.39%
Volatility – 3 Years
19.81%
21.61%
Beta – 1 Year
1.23
1.30
Beta – 3 Years
1.14
1.25
Sharpe Ratio – 1 Year
0.40
0.55
Sharpe Ratio – 3 Years
0.50
0.70
Worst Rolling Year
8.04%
18.30%
Value at Worst Rolling Year
₹1.08 Cr
₹1.18 Cr
Deepest Drawdown
−27.15%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 28% · S 44%
L 4% · M 4% · S 88%
Number of Stocks
20
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%