Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
ORO - All Weather Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.69%
−0.19%
6 Months
8.66%
−0.42%
1 Year
4.44%
−4.58%
3 Years
14.48%
16.32%
5 Years
8.94%
13.17%
Since Inception
14.23%
13.94%
Fund Age
18 yrs 11 mo
6 yrs 6 mo
AUM
₹4,562.38 Cr
₹13.16 Cr
Alpha – 1 Year
1.46%
−7.56%
Alpha – 3 Years
2.60%
4.42%
Information Ratio – 3 Years
0.08
0.49
Volatility – 1 Year
20.33%
16.90%
Volatility – 3 Years
19.22%
17.54%
Beta – 1 Year
1.12
0.86
Beta – 3 Years
1.12
0.99
Sharpe Ratio – 1 Year
0.00
-0.52
Sharpe Ratio – 3 Years
0.51
0.69
Worst Rolling Year
-6.78%
3.91%
Value at Worst Rolling Year
₹0.93 Cr
₹1.04 Cr
Deepest Drawdown
−26.97%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.01%
100.00%
Median Rolling Year
15.06%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 42% · S 38%
L 66% · M 23%
Number of Stocks
33
20
Portfolio P/E
40.71
20.74
Top 5 Holdings
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
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 · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%