Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
2.98%
6 Months
7.97%
−0.13%
1 Year
6.21%
−2.80%
3 Years
12.78%
13.20%
5 Years
14.19%
—
Since Inception
16.41%
13.51%
Fund Age
7 yrs 3 mo
3 yrs 8 mo
AUM
₹115.97 Cr
₹30.6 Cr
Alpha – 1 Year
1.49%
−5.78%
Alpha – 3 Years
0.69%
1.30%
Information Ratio – 3 Years
0.20
0.16
Volatility – 1 Year
15.75%
16.62%
Volatility – 3 Years
15.69%
16.99%
Beta – 1 Year
0.82
0.93
Beta – 3 Years
0.88
1.05
Sharpe Ratio – 1 Year
0.12
-0.42
Sharpe Ratio – 3 Years
0.51
0.50
Worst Rolling Year
11.84%
13.00%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−23.37%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 44% · M 26% · S 17%
Number of Stocks
35
24
Portfolio P/E
—
32.10
Top 5 Holdings
—
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 · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%