Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
Oro-alpha compounders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.09%
2.98%
6 Months
12.77%
−0.13%
1 Year
18.71%
−2.80%
3 Years
16.31%
13.20%
5 Years
16.50%
—
Since Inception
12.31%
13.51%
Fund Age
20 yrs 2 mo
3 yrs 8 mo
AUM
₹81.03 Cr
₹30.6 Cr
Alpha – 1 Year
13.99%
−5.78%
Alpha – 3 Years
4.22%
1.30%
Information Ratio – 3 Years
0.46
0.16
Volatility – 1 Year
18.60%
16.62%
Volatility – 3 Years
18.73%
16.99%
Beta – 1 Year
0.98
0.93
Beta – 3 Years
1.07
1.05
Sharpe Ratio – 1 Year
0.73
-0.42
Sharpe Ratio – 3 Years
0.63
0.50
Worst Rolling Year
-17.65%
13.00%
Value at Worst Rolling Year
₹0.82 Cr
₹1.13 Cr
Deepest Drawdown
−25.73%
−20.23%
Recovery Period
498 days
Not yet recovered
1-Year Rolling Windows Positive
76.16%
100.00%
Median Rolling Year
14.50%
17.04%
5-Year Rolling Windows Positive
86.34%
—
Market-Cap Mix
L 18% · M 28% · S 49%
L 44% · M 26% · S 17%
Number of Stocks
23
24
Portfolio P/E
43.00
32.10
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
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 · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%