Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
3.93%
6 Months
18.13%
25.32%
1 Year
13.15%
18.21%
3 Years
14.12%
32.70%
5 Years
11.96%
23.63%
Since Inception
13.25%
28.38%
Fund Age
5 yrs 1 mo
7 yrs 10 mo
AUM
₹77.09 Cr
₹8,686.39 Cr
Alpha – 1 Year
10.17%
13.49%
Alpha – 3 Years
2.24%
20.61%
Information Ratio – 3 Years
0.36
1.92
Volatility – 1 Year
23.76%
22.97%
Volatility – 3 Years
19.81%
19.40%
Beta – 1 Year
1.23
1.12
Beta – 3 Years
1.14
0.98
Sharpe Ratio – 1 Year
0.40
0.61
Sharpe Ratio – 3 Years
0.50
1.30
Worst Rolling Year
8.04%
17.00%
Value at Worst Rolling Year
₹1.08 Cr
₹1.17 Cr
Deepest Drawdown
−27.15%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 37% · M 30% · S 25%
Number of Stocks
20
43
Portfolio P/E
52.66
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%