Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
−0.19%
6 Months
32.15%
−0.42%
1 Year
16.77%
−4.58%
3 Years
19.00%
16.32%
5 Years
20.10%
13.17%
Since Inception
27.01%
13.94%
Fund Age
6 yrs 10 mo
6 yrs 6 mo
AUM
₹247.64 Cr
₹13.16 Cr
Alpha – 1 Year
13.79%
−7.56%
Alpha – 3 Years
7.10%
4.42%
Information Ratio – 3 Years
0.30
0.49
Volatility – 1 Year
39.13%
16.90%
Volatility – 3 Years
29.47%
17.54%
Beta – 1 Year
1.87
0.86
Beta – 3 Years
1.36
0.99
Sharpe Ratio – 1 Year
0.42
-0.52
Sharpe Ratio – 3 Years
0.55
0.69
Worst Rolling Year
15.03%
3.91%
Value at Worst Rolling Year
₹1.15 Cr
₹1.04 Cr
Deepest Drawdown
−35.86%
−19.46%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 66% · M 23%
Number of Stocks
42
20
Portfolio P/E
42.30
20.74
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%