Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
Oro-alpha compounders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
2.98%
6 Months
8.20%
−0.13%
1 Year
15.48%
−2.80%
3 Years
18.05%
13.20%
5 Years
15.54%
—
Since Inception
14.61%
13.51%
Fund Age
10 yrs 4 mo
3 yrs 8 mo
AUM
₹747.6 Cr
₹30.6 Cr
Alpha – 1 Year
15.83%
−5.78%
Alpha – 3 Years
9.06%
1.30%
Information Ratio – 3 Years
0.72
0.16
Volatility – 1 Year
18.67%
16.62%
Volatility – 3 Years
21.45%
16.99%
Beta – 1 Year
1.12
0.93
Beta – 3 Years
1.31
1.05
Sharpe Ratio – 1 Year
0.58
-0.42
Sharpe Ratio – 3 Years
0.64
0.50
Worst Rolling Year
-13.89%
13.00%
Value at Worst Rolling Year
₹0.86 Cr
₹1.13 Cr
Deepest Drawdown
−30.97%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
77.45%
100.00%
Median Rolling Year
21.11%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 50% · S 14%
L 44% · M 26% · S 17%
Number of Stocks
25
24
Portfolio P/E
31.22
32.10
Top 5 Holdings
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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)
1% / 0% / 0%
0% / 0% / 0%