Portfolio Management Services (PMS)Compare Schemes
Dynamic Equities-Bluechip vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Dynamic Equities-Bluechip
Oro-alpha compounders
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.20%
2.98%
6 Months
17.44%
−0.13%
1 Year
18.10%
−2.80%
3 Years
—
13.20%
5 Years
—
—
Since Inception
21.12%
13.51%
Fund Age
2 yrs 5 mo
3 yrs 8 mo
AUM
₹83.78 Cr
₹30.6 Cr
Alpha – 1 Year
18.45%
−5.78%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.16
Volatility – 1 Year
19.94%
16.62%
Volatility – 3 Years
—
16.99%
Beta – 1 Year
0.87
0.93
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.66
-0.42
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
13.00%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−12.14%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.04%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 44% · M 26% · S 17%
Number of Stocks
24
24
Portfolio P/E
53.08
32.10
Top 5 Holdings
—
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%