Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
ASK-DRP
ORO - All Weather Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
−0.19%
6 Months
−1.27%
−0.42%
1 Year
2.67%
−4.58%
3 Years
6.64%
16.32%
5 Years
7.83%
13.17%
Since Inception
10.74%
13.94%
Fund Age
8 yrs 1 mo
6 yrs 6 mo
AUM
₹495.64 Cr
₹13.16 Cr
Alpha – 1 Year
−0.31%
−7.56%
Alpha – 3 Years
−5.24%
4.42%
Information Ratio – 3 Years
-0.72
0.49
Volatility – 1 Year
17.10%
16.90%
Volatility – 3 Years
16.45%
17.54%
Beta – 1 Year
0.95
0.86
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
-0.08
-0.52
Sharpe Ratio – 3 Years
0.14
0.69
Worst Rolling Year
6.09%
3.91%
Value at Worst Rolling Year
₹1.06 Cr
₹1.04 Cr
Deepest Drawdown
−22.30%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.93%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 66% · M 23%
Number of Stocks
26
20
Portfolio P/E
31.96
20.74
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
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 · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%