Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
ORO-Alpha Value
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%
0.44%
6 Months
15.19%
5.47%
1 Year
3.21%
6.35%
3 Years
19.65%
—
5 Years
—
—
Since Inception
25.09%
6.04%
Fund Age
3 yrs 5 mo
3 yrs 8 mo
AUM
₹4,148.34 Cr
₹1.28 Cr
Alpha – 1 Year
0.23%
3.37%
Alpha – 3 Years
7.77%
—
Information Ratio – 3 Years
0.62
—
Volatility – 1 Year
21.54%
17.26%
Volatility – 3 Years
22.15%
15.80%
Beta – 1 Year
1.06
0.95
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
-0.01
0.12
Sharpe Ratio – 3 Years
0.68
0.10
Worst Rolling Year
19.49%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−27.91%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.76%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 26% · M 35% · S 37%
L 42% · M 17% · S 27%
Number of Stocks
26
24
Portfolio P/E
55.82
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%