Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
ORO - All Weather Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
−0.19%
6 Months
5.22%
−0.42%
1 Year
8.94%
−4.58%
3 Years
10.33%
16.32%
5 Years
10.77%
13.17%
Since Inception
10.49%
13.94%
Fund Age
9 yrs 9 mo
6 yrs 6 mo
AUM
₹67.62 Cr
₹13.16 Cr
Alpha – 1 Year
−0.44%
−7.56%
Alpha – 3 Years
0.76%
4.42%
Information Ratio – 3 Years
0.44
0.49
Volatility – 1 Year
2.31%
16.90%
Volatility – 3 Years
1.38%
17.54%
Beta – 1 Year
0.41
0.86
Beta – 3 Years
0.46
0.99
Sharpe Ratio – 1 Year
1.46
-0.52
Sharpe Ratio – 3 Years
3.36
0.69
Worst Rolling Year
9.87%
3.91%
Value at Worst Rolling Year
₹1.10 Cr
₹1.04 Cr
Deepest Drawdown
—
−19.46%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.78%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 66% · M 23%
Number of Stocks
17
20
Portfolio P/E
—
20.74
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%