Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
−0.27%
6 Months
18.13%
−1.47%
1 Year
13.15%
6.66%
3 Years
14.12%
11.29%
5 Years
11.96%
13.68%
Since Inception
13.25%
15.03%
Fund Age
5 yrs 1 mo
5 yrs 7 mo
AUM
₹77.09 Cr
₹138.83 Cr
Alpha – 1 Year
10.17%
7.01%
Alpha – 3 Years
2.24%
2.30%
Information Ratio – 3 Years
0.36
0.23
Volatility – 1 Year
23.76%
16.50%
Volatility – 3 Years
19.81%
16.10%
Beta – 1 Year
1.23
0.93
Beta – 3 Years
1.14
0.99
Sharpe Ratio – 1 Year
0.40
0.15
Sharpe Ratio – 3 Years
0.50
0.41
Worst Rolling Year
8.04%
11.25%
Value at Worst Rolling Year
₹1.08 Cr
₹1.11 Cr
Deepest Drawdown
−27.15%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
—
Number of Stocks
20
18
Portfolio P/E
52.66
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
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%
3% / 2% / 1%