Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
7.67%
6 Months
18.13%
27.70%
1 Year
13.15%
47.52%
3 Years
14.12%
23.98%
5 Years
11.96%
15.87%
Since Inception
13.25%
18.55%
Fund Age
5 yrs 1 mo
16 yrs 2 mo
AUM
₹77.09 Cr
₹1,022.92 Cr
Alpha – 1 Year
10.17%
42.80%
Alpha – 3 Years
2.24%
11.89%
Information Ratio – 3 Years
0.36
1.12
Volatility – 1 Year
23.76%
28.29%
Volatility – 3 Years
19.81%
20.76%
Beta – 1 Year
1.23
1.36
Beta – 3 Years
1.14
1.07
Sharpe Ratio – 1 Year
0.40
1.33
Sharpe Ratio – 3 Years
0.50
0.99
Worst Rolling Year
8.04%
-4.58%
Value at Worst Rolling Year
₹1.08 Cr
₹0.95 Cr
Deepest Drawdown
−27.15%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
16.70%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 22% · M 32% · S 42%
Number of Stocks
20
26
Portfolio P/E
52.66
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%