Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
ORO - All Weather Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
−0.19%
6 Months
29.13%
−0.42%
1 Year
20.96%
−4.58%
3 Years
17.22%
16.32%
5 Years
—
13.17%
Since Inception
23.59%
13.94%
Fund Age
3 yrs 7 mo
6 yrs 6 mo
AUM
₹147.56 Cr
₹13.16 Cr
Alpha – 1 Year
16.24%
−7.56%
Alpha – 3 Years
5.13%
4.42%
Information Ratio – 3 Years
0.33
0.49
Volatility – 1 Year
30.80%
16.90%
Volatility – 3 Years
25.65%
17.54%
Beta – 1 Year
1.54
0.86
Beta – 3 Years
1.41
0.99
Sharpe Ratio – 1 Year
0.58
-0.52
Sharpe Ratio – 3 Years
0.54
0.69
Worst Rolling Year
15.38%
3.91%
Value at Worst Rolling Year
₹1.15 Cr
₹1.04 Cr
Deepest Drawdown
−28.52%
−19.46%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 66% · M 23%
Number of Stocks
18
20
Portfolio P/E
—
20.74
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%