Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
White Oak India Select 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%
4.84%
6 Months
18.13%
7.61%
1 Year
13.15%
−0.76%
3 Years
14.12%
11.28%
5 Years
11.96%
9.58%
Since Inception
13.25%
11.67%
Fund Age
5 yrs 1 mo
7 yrs 11 mo
AUM
₹77.09 Cr
₹12.5 Cr
Alpha – 1 Year
10.17%
−3.74%
Alpha – 3 Years
2.24%
−0.61%
Information Ratio – 3 Years
0.36
-0.06
Volatility – 1 Year
23.76%
20.02%
Volatility – 3 Years
19.81%
16.21%
Beta – 1 Year
1.23
1.05
Beta – 3 Years
1.14
0.91
Sharpe Ratio – 1 Year
0.40
-0.22
Sharpe Ratio – 3 Years
0.50
0.41
Worst Rolling Year
8.04%
8.66%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−27.15%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 36% · M 30% · S 35%
Number of Stocks
20
15
Portfolio P/E
52.66
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%