Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Oro-alpha compounders
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%
2.98%
6 Months
26.95%
−0.13%
1 Year
13.12%
−2.80%
3 Years
17.80%
13.20%
5 Years
15.04%
—
Since Inception
22.70%
13.51%
Fund Age
8 yrs
3 yrs 8 mo
AUM
₹357.26 Cr
₹30.6 Cr
Alpha – 1 Year
10.14%
−5.78%
Alpha – 3 Years
5.90%
1.30%
Information Ratio – 3 Years
0.31
0.16
Volatility – 1 Year
32.38%
16.62%
Volatility – 3 Years
25.45%
16.99%
Beta – 1 Year
1.68
0.93
Beta – 3 Years
1.37
1.05
Sharpe Ratio – 1 Year
0.36
-0.42
Sharpe Ratio – 3 Years
0.56
0.50
Worst Rolling Year
11.19%
13.00%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−26.50%
−20.23%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 44% · M 26% · S 17%
Number of Stocks
42
24
Portfolio P/E
42.01
32.10
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%
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
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%