Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
ORO - All Weather Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
−0.19%
6 Months
1.74%
−0.42%
1 Year
10.49%
−4.58%
3 Years
12.80%
16.32%
5 Years
12.91%
13.17%
Since Inception
15.37%
13.94%
Fund Age
7 yrs 7 mo
6 yrs 6 mo
AUM
₹15.96 Cr
₹13.16 Cr
Alpha – 1 Year
10.84%
−7.56%
Alpha – 3 Years
3.80%
4.42%
Information Ratio – 3 Years
0.47
0.49
Volatility – 1 Year
19.22%
16.90%
Volatility – 3 Years
17.53%
17.54%
Beta – 1 Year
1.18
0.86
Beta – 3 Years
1.15
0.99
Sharpe Ratio – 1 Year
0.34
-0.52
Sharpe Ratio – 3 Years
0.48
0.69
Worst Rolling Year
12.46%
3.91%
Value at Worst Rolling Year
₹1.12 Cr
₹1.04 Cr
Deepest Drawdown
−19.38%
−19.46%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 66% · M 23%
Number of Stocks
38
20
Portfolio P/E
24.65
20.74
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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)
3% / 2% / 1%
0% / 0% / 0%