Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
−0.19%
6 Months
24.60%
−0.42%
1 Year
7.56%
−4.58%
3 Years
20.98%
16.32%
5 Years
—
13.17%
Since Inception
24.10%
13.94%
Fund Age
4 yrs 4 mo
6 yrs 6 mo
AUM
₹3.89 Cr
₹13.16 Cr
Alpha – 1 Year
4.58%
−7.56%
Alpha – 3 Years
9.08%
4.42%
Information Ratio – 3 Years
0.07
0.49
Volatility – 1 Year
32.74%
16.90%
Volatility – 3 Years
27.24%
17.54%
Beta – 1 Year
1.49
0.86
Beta – 3 Years
1.30
0.99
Sharpe Ratio – 1 Year
0.20
-0.52
Sharpe Ratio – 3 Years
0.49
0.69
Worst Rolling Year
17.91%
3.91%
Value at Worst Rolling Year
₹1.18 Cr
₹1.04 Cr
Deepest Drawdown
−34.40%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 66% · M 23%
Number of Stocks
27
20
Portfolio P/E
52.77
20.74
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%