Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Turtle Wealth -Wealth 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%
4.93%
6 Months
18.13%
2.72%
1 Year
13.15%
22.88%
3 Years
14.12%
20.47%
5 Years
11.96%
15.12%
Since Inception
13.25%
17.02%
Fund Age
5 yrs 1 mo
6 yrs 11 mo
AUM
₹77.09 Cr
₹261.05 Cr
Alpha – 1 Year
10.17%
18.16%
Alpha – 3 Years
2.24%
8.38%
Information Ratio – 3 Years
0.36
0.98
Volatility – 1 Year
23.76%
17.62%
Volatility – 3 Years
19.81%
15.64%
Beta – 1 Year
1.23
0.83
Beta – 3 Years
1.14
0.87
Sharpe Ratio – 1 Year
0.40
0.97
Sharpe Ratio – 3 Years
0.50
0.94
Worst Rolling Year
8.04%
7.22%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−27.15%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 28% · M 19% · S 43%
Number of Stocks
20
18
Portfolio P/E
52.66
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%