Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
ORO-Alpha Value
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.09%
0.44%
6 Months
11.86%
5.47%
1 Year
5.85%
6.35%
3 Years
—
—
5 Years
—
—
Since Inception
15.00%
6.04%
Fund Age
2 yrs 10 mo
3 yrs 8 mo
AUM
₹101.25 Cr
₹1.28 Cr
Alpha – 1 Year
1.13%
3.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.08%
17.26%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
1.15
0.95
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
0.12
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.28%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 19% · S 43%
L 42% · M 17% · S 27%
Number of Stocks
—
24
Portfolio P/E
—
39.38
Top 5 Holdings
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
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)
—
0% / 0% / 0%