Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
ORO - All Weather Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
−0.19%
6 Months
7.97%
−0.42%
1 Year
6.21%
−4.58%
3 Years
12.78%
16.32%
5 Years
14.19%
13.17%
Since Inception
16.41%
13.94%
Fund Age
7 yrs 3 mo
6 yrs 6 mo
AUM
₹115.97 Cr
₹13.16 Cr
Alpha – 1 Year
1.49%
−7.56%
Alpha – 3 Years
0.69%
4.42%
Information Ratio – 3 Years
0.20
0.49
Volatility – 1 Year
15.75%
16.90%
Volatility – 3 Years
15.69%
17.54%
Beta – 1 Year
0.82
0.86
Beta – 3 Years
0.88
0.99
Sharpe Ratio – 1 Year
0.12
-0.52
Sharpe Ratio – 3 Years
0.51
0.69
Worst Rolling Year
11.84%
3.91%
Value at Worst Rolling Year
₹1.12 Cr
₹1.04 Cr
Deepest Drawdown
−23.37%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 66% · M 23%
Number of Stocks
35
20
Portfolio P/E
—
20.74
Top 5 Holdings
—
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 · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%