Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Oro-alpha compounders
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%
2.98%
6 Months
6.66%
−0.13%
1 Year
7.95%
−2.80%
3 Years
14.01%
13.20%
5 Years
12.40%
—
Since Inception
16.07%
13.51%
Fund Age
12 yrs 5 mo
3 yrs 8 mo
AUM
₹27.98 Cr
₹30.6 Cr
Alpha – 1 Year
3.23%
−5.78%
Alpha – 3 Years
1.92%
1.30%
Information Ratio – 3 Years
0.55
0.16
Volatility – 1 Year
16.42%
16.62%
Volatility – 3 Years
14.36%
16.99%
Beta – 1 Year
0.92
0.93
Beta – 3 Years
0.91
1.05
Sharpe Ratio – 1 Year
0.15
-0.42
Sharpe Ratio – 3 Years
0.63
0.50
Worst Rolling Year
-4.39%
13.00%
Value at Worst Rolling Year
₹0.96 Cr
₹1.13 Cr
Deepest Drawdown
−17.36%
−20.23%
Recovery Period
532 days
Not yet recovered
1-Year Rolling Windows Positive
97.43%
100.00%
Median Rolling Year
15.67%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 6% · S 37%
L 44% · M 26% · S 17%
Number of Stocks
30
24
Portfolio P/E
29.90
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%