Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
ORO - All Weather Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
−0.19%
6 Months
26.95%
−0.42%
1 Year
13.12%
−4.58%
3 Years
17.80%
16.32%
5 Years
15.04%
13.17%
Since Inception
22.70%
13.94%
Fund Age
8 yrs
6 yrs 6 mo
AUM
₹357.26 Cr
₹13.16 Cr
Alpha – 1 Year
10.14%
−7.56%
Alpha – 3 Years
5.90%
4.42%
Information Ratio – 3 Years
0.31
0.49
Volatility – 1 Year
32.38%
16.90%
Volatility – 3 Years
25.45%
17.54%
Beta – 1 Year
1.68
0.86
Beta – 3 Years
1.37
0.99
Sharpe Ratio – 1 Year
0.36
-0.52
Sharpe Ratio – 3 Years
0.56
0.69
Worst Rolling Year
11.19%
3.91%
Value at Worst Rolling Year
₹1.11 Cr
₹1.04 Cr
Deepest Drawdown
−26.50%
−19.46%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 66% · M 23%
Number of Stocks
42
20
Portfolio P/E
42.01
20.74
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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 · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.25% / 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%