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ABN - Flagship Equity vs ORO-Alpha Value

ABN - Flagship Equity

ORO-Alpha Value

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Growth of ₹1 Crore

ABN - Flagship Equity

ORO-Alpha Value

Return for the risk

1 yr return

10%

ORO-Alpha Value

6.3% • vol 17.3%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.96%

0.44%

6 Months

14.37%

5.47%

1 Year

—

6.35%

3 Years

—

5 Years

—

Since Inception

13.39%

6.04%

Fund Age

7 mo

3 yrs 8 mo

AUM

₹19.88 Cr

₹1.28 Cr

Alpha – 1 Year

—

3.37%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

17.26%

Volatility – 3 Years

—

15.80%

Beta – 1 Year

—

0.95

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.12

Sharpe Ratio – 3 Years

—

0.10

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−17.83%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 42% · M 17% · S 27%

Number of Stocks

—

Portfolio P/E

—

39.38

Top 5 Holdings

—

Mahindra & Mahindra Ltd · 6.79%

Nippon India ETF Gold BeES · 6.33%

Kotak Mahindra Bank Ltd · 5.84%

HCL Technologies Ltd · 5.43%

HDFC Bank Ltd · 4.99%

Top Sectors

—

Financial Services · 16.94%

Capital Goods · 13.40%

Healthcare · 11.01%

Fixed Fee

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

0% / 0% / 0%

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