Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Phillip Ethical India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
3.05%
6 Months
19.62%
16.92%
1 Year
12.19%
10.56%
3 Years
23.51%
6.67%
5 Years
13.96%
7.52%
Since Inception
23.13%
10.84%
Fund Age
6 yrs 7 mo
8 yrs 8 mo
AUM
₹2,332.81 Cr
₹10.35 Cr
Alpha – 1 Year
9.21%
5.86%
Alpha – 3 Years
11.63%
−4.55%
Information Ratio – 3 Years
0.83
-0.70
Volatility – 1 Year
26.11%
20.12%
Volatility – 3 Years
21.82%
17.20%
Beta – 1 Year
1.32
1.04
Beta – 3 Years
1.14
0.98
Sharpe Ratio – 1 Year
0.33
0.33
Sharpe Ratio – 3 Years
0.83
0.11
Worst Rolling Year
12.50%
4.20%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−24.27%
−24.72%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
14.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 14% · M 44% · S 40%
Number of Stocks
33
21
Portfolio P/E
52.72
51.26
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
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%