Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
ORO - All Weather Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
−0.19%
6 Months
15.19%
−0.42%
1 Year
3.21%
−4.58%
3 Years
19.65%
16.32%
5 Years
—
13.17%
Since Inception
25.09%
13.94%
Fund Age
3 yrs 5 mo
6 yrs 6 mo
AUM
₹4,148.34 Cr
₹13.16 Cr
Alpha – 1 Year
0.23%
−7.56%
Alpha – 3 Years
7.77%
4.42%
Information Ratio – 3 Years
0.62
0.49
Volatility – 1 Year
21.54%
16.90%
Volatility – 3 Years
22.15%
17.54%
Beta – 1 Year
1.06
0.86
Beta – 3 Years
1.15
0.99
Sharpe Ratio – 1 Year
-0.01
-0.52
Sharpe Ratio – 3 Years
0.68
0.69
Worst Rolling Year
19.49%
3.91%
Value at Worst Rolling Year
₹1.19 Cr
₹1.04 Cr
Deepest Drawdown
−27.91%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 66% · M 23%
Number of Stocks
26
20
Portfolio P/E
55.82
20.74
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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)
2% / 0% / 0%
0% / 0% / 0%