Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Sundaram Alternate - SISOP
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%
5.72%
6 Months
18.13%
23.48%
1 Year
13.15%
38.68%
3 Years
14.12%
26.01%
5 Years
11.96%
16.58%
Since Inception
13.25%
18.98%
Fund Age
5 yrs 1 mo
16 yrs 6 mo
AUM
₹77.09 Cr
₹1,885.18 Cr
Alpha – 1 Year
10.17%
33.96%
Alpha – 3 Years
2.24%
13.92%
Information Ratio – 3 Years
0.36
1.27
Volatility – 1 Year
23.76%
28.06%
Volatility – 3 Years
19.81%
20.41%
Beta – 1 Year
1.23
1.39
Beta – 3 Years
1.14
1.06
Sharpe Ratio – 1 Year
0.40
1.12
Sharpe Ratio – 3 Years
0.50
1.06
Worst Rolling Year
8.04%
-4.06%
Value at Worst Rolling Year
₹1.08 Cr
₹0.96 Cr
Deepest Drawdown
−27.15%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
16.70%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 28% · M 28% · S 44%
L 40% · M 32% · S 24%
Number of Stocks
20
28
Portfolio P/E
52.66
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%