Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
18.13%
9.86%
1 Year
13.15%
32.16%
3 Years
14.12%
19.13%
5 Years
11.96%
12.16%
Since Inception
13.25%
16.12%
Fund Age
5 yrs 1 mo
5 yrs 10 mo
AUM
₹77.09 Cr
₹170.31 Cr
Alpha – 1 Year
10.17%
27.44%
Alpha – 3 Years
2.24%
7.04%
Information Ratio – 3 Years
0.36
0.58
Volatility – 1 Year
23.76%
17.07%
Volatility – 3 Years
19.81%
17.73%
Beta – 1 Year
1.23
0.65
Beta – 3 Years
1.14
0.86
Sharpe Ratio – 1 Year
0.40
1.42
Sharpe Ratio – 3 Years
0.50
0.79
Worst Rolling Year
8.04%
0.71%
Value at Worst Rolling Year
₹1.08 Cr
₹1.01 Cr
Deepest Drawdown
−27.15%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
16.70%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 11% · M 1% · S 72%
Number of Stocks
20
18
Portfolio P/E
52.66
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%