Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
ORO - All Weather Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
−0.19%
6 Months
12.65%
−0.42%
1 Year
22.80%
−4.58%
3 Years
18.05%
16.32%
5 Years
41.98%
13.17%
Since Inception
7.54%
13.94%
Fund Age
9 yrs 2 mo
6 yrs 6 mo
AUM
₹9.17 Cr
₹13.16 Cr
Alpha – 1 Year
24.84%
−7.56%
Alpha – 3 Years
11.40%
4.42%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
21.50%
16.90%
Volatility – 3 Years
17.94%
17.54%
Beta – 1 Year
—
0.86
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.82
-0.52
Sharpe Ratio – 3 Years
0.76
0.69
Worst Rolling Year
-34.33%
3.91%
Value at Worst Rolling Year
₹0.66 Cr
₹1.04 Cr
Deepest Drawdown
−18.33%
−19.46%
Recovery Period
81 days
Not yet recovered
1-Year Rolling Windows Positive
68.37%
100.00%
Median Rolling Year
26.92%
21.20%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 66% · M 23%
Number of Stocks
18
20
Portfolio P/E
18.68
20.74
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
15% of profit
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%