Portfolio Management Services (PMS)Compare Schemes
Ocean-Avendus Olivo Core Equity Portfolio vs Qode Growth Fund
Add SchemeGrowth of ₹1 Crore
Ocean-Avendus Olivo Core Equity Portfolio
Qode Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.17%
6.02%
6 Months
−0.88%
37.52%
1 Year
−2.91%
28.99%
3 Years
9.00%
—
5 Years
9.07%
—
Since Inception
14.52%
31.88%
Fund Age
6 yrs 2 mo
17 mo
AUM
₹209.81 Cr
₹82.04 Cr
Alpha – 1 Year
−7.63%
24.27%
Alpha – 3 Years
−3.09%
—
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
14.71%
23.27%
Volatility – 3 Years
15.04%
—
Beta – 1 Year
0.84
0.69
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
-0.49
0.98
Sharpe Ratio – 3 Years
0.35
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.20%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
30
Portfolio P/E
—
23.38
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%