Portfolio Management Services (PMS)Compare Schemes
Ocean-Avendus Olivo Core Equity Portfolio vs Valtrust equity hybrid funds
Add SchemeGrowth of ₹1 Crore
Ocean-Avendus Olivo Core Equity Portfolio
Valtrust equity hybrid funds
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.17%
1.21%
6 Months
−0.88%
−0.18%
1 Year
−2.91%
13.93%
3 Years
9.00%
17.19%
5 Years
9.07%
—
Since Inception
14.52%
19.70%
Fund Age
6 yrs 2 mo
3 yrs 5 mo
AUM
₹209.81 Cr
₹1.75 Cr
Alpha – 1 Year
−7.63%
9.34%
Alpha – 3 Years
−3.09%
7.74%
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
14.71%
11.62%
Volatility – 3 Years
15.04%
9.82%
Beta – 1 Year
0.84
0.83
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
-0.49
0.73
Sharpe Ratio – 3 Years
0.35
1.14
Worst Rolling Year
—
16.78%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−9.12%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.03%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%