Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
ORO - All Weather Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
−0.19%
6 Months
−5.38%
−0.42%
1 Year
−6.70%
−4.58%
3 Years
7.98%
16.32%
5 Years
—
13.17%
Since Inception
7.98%
13.94%
Fund Age
2 yrs 11 mo
6 yrs 6 mo
AUM
₹7.31 Cr
₹13.16 Cr
Alpha – 1 Year
−6.35%
−7.56%
Alpha – 3 Years
−1.02%
4.42%
Information Ratio – 3 Years
-0.08
0.49
Volatility – 1 Year
17.44%
16.90%
Volatility – 3 Years
15.65%
17.54%
Beta – 1 Year
1.08
0.86
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.61
-0.52
Sharpe Ratio – 3 Years
0.22
0.69
Worst Rolling Year
—
3.91%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−21.15%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 66% · M 23%
Number of Stocks
66
20
Portfolio P/E
27.03
20.74
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%