Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
ORO - All Weather Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
−0.19%
6 Months
—
−0.42%
1 Year
—
−4.58%
3 Years
—
16.32%
5 Years
—
13.17%
Since Inception
17.31%
13.94%
Fund Age
5 mo
6 yrs 6 mo
AUM
₹30.77 Cr
₹13.16 Cr
Alpha – 1 Year
—
−7.56%
Alpha – 3 Years
—
4.42%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
—
16.90%
Volatility – 3 Years
—
17.54%
Beta – 1 Year
—
0.86
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
—
-0.52
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
3.91%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
—
−19.46%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 20% · M 23% · S 49%
L 66% · M 23%
Number of Stocks
20
20
Portfolio P/E
53.40
20.74
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
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
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / 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%