Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
ORO-Alpha Value
Return for the risk
1 yr return
0%
5%
10%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.49%
0.44%
6 Months
—
5.47%
1 Year
—
6.35%
3 Years
—
—
5 Years
—
—
Since Inception
17.31%
6.04%
Fund Age
5 mo
3 yrs 8 mo
AUM
₹30.77 Cr
₹1.28 Cr
Alpha – 1 Year
—
3.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
17.26%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
—
0.95
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.12
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−17.83%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 20% · M 23% · S 49%
L 42% · M 17% · S 27%
Number of Stocks
20
24
Portfolio P/E
53.40
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%