Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
ORO-Alpha Value
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
0.44%
6 Months
26.95%
5.47%
1 Year
13.12%
6.35%
3 Years
17.80%
—
5 Years
15.04%
—
Since Inception
22.70%
6.04%
Fund Age
8 yrs
3 yrs 8 mo
AUM
₹357.26 Cr
₹1.28 Cr
Alpha – 1 Year
10.14%
3.37%
Alpha – 3 Years
5.90%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
32.38%
17.26%
Volatility – 3 Years
25.45%
15.80%
Beta – 1 Year
1.68
0.95
Beta – 3 Years
1.37
—
Sharpe Ratio – 1 Year
0.36
0.12
Sharpe Ratio – 3 Years
0.56
0.10
Worst Rolling Year
11.19%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−26.50%
−17.83%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
27.28%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 42% · M 17% · S 27%
Number of Stocks
42
24
Portfolio P/E
42.01
39.38
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%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%