Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
ORO - All Weather Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.27%
−0.19%
6 Months
6.66%
−0.42%
1 Year
7.95%
−4.58%
3 Years
14.01%
16.32%
5 Years
12.40%
13.17%
Since Inception
16.07%
13.94%
Fund Age
12 yrs 5 mo
6 yrs 6 mo
AUM
₹27.98 Cr
₹13.16 Cr
Alpha – 1 Year
3.23%
−7.56%
Alpha – 3 Years
1.92%
4.42%
Information Ratio – 3 Years
0.55
0.49
Volatility – 1 Year
16.42%
16.90%
Volatility – 3 Years
14.36%
17.54%
Beta – 1 Year
0.92
0.86
Beta – 3 Years
0.91
0.99
Sharpe Ratio – 1 Year
0.15
-0.52
Sharpe Ratio – 3 Years
0.63
0.69
Worst Rolling Year
-4.39%
3.91%
Value at Worst Rolling Year
₹0.96 Cr
₹1.04 Cr
Deepest Drawdown
−17.36%
−19.46%
Recovery Period
532 days
Not yet recovered
1-Year Rolling Windows Positive
97.43%
100.00%
Median Rolling Year
15.67%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 66% · M 23%
Number of Stocks
30
20
Portfolio P/E
29.90
20.74
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%