Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
ORO - All Weather Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.57%
−0.19%
6 Months
13.27%
−0.42%
1 Year
19.25%
−4.58%
3 Years
19.26%
16.32%
5 Years
12.69%
13.17%
Since Inception
18.49%
13.94%
Fund Age
7 yrs 3 mo
6 yrs 6 mo
AUM
₹40.18 Cr
₹13.16 Cr
Alpha – 1 Year
14.53%
−7.56%
Alpha – 3 Years
7.17%
4.42%
Information Ratio – 3 Years
0.70
0.49
Volatility – 1 Year
26.49%
16.90%
Volatility – 3 Years
18.75%
17.54%
Beta – 1 Year
1.37
0.86
Beta – 3 Years
1.06
0.99
Sharpe Ratio – 1 Year
0.59
-0.52
Sharpe Ratio – 3 Years
0.71
0.69
Worst Rolling Year
12.14%
3.91%
Value at Worst Rolling Year
₹1.12 Cr
₹1.04 Cr
Deepest Drawdown
−15.45%
−19.46%
Recovery Period
24 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.15%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 13% · M 41% · S 44%
L 66% · M 23%
Number of Stocks
36
20
Portfolio P/E
41.94
20.74
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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 · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%