Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
ASK-IVP
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
1.91%
−0.19%
6 Months
−1.55%
−0.42%
1 Year
2.26%
−4.58%
3 Years
3.37%
16.32%
5 Years
4.66%
13.17%
Since Inception
9.07%
13.94%
Fund Age
6 yrs 8 mo
6 yrs 6 mo
AUM
₹55.15 Cr
₹13.16 Cr
Alpha – 1 Year
−0.72%
−7.56%
Alpha – 3 Years
−8.51%
4.42%
Information Ratio – 3 Years
-1.16
0.49
Volatility – 1 Year
17.30%
16.90%
Volatility – 3 Years
16.20%
17.54%
Beta – 1 Year
0.96
0.86
Beta – 3 Years
0.96
0.99
Sharpe Ratio – 1 Year
-0.10
-0.52
Sharpe Ratio – 3 Years
-0.05
0.69
Worst Rolling Year
0.65%
3.91%
Value at Worst Rolling Year
₹1.01 Cr
₹1.04 Cr
Deepest Drawdown
−23.57%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.70%
100.00%
Median Rolling Year
10.16%
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
31.94
20.74
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%