Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
−0.11%
6 Months
−0.42%
2.89%
1 Year
−4.58%
7.86%
3 Years
16.32%
10.62%
5 Years
13.17%
10.19%
Since Inception
13.94%
9.46%
Fund Age
6 yrs 6 mo
5 yrs 7 mo
AUM
₹13.16 Cr
₹158.06 Cr
Alpha – 1 Year
−7.56%
−1.70%
Alpha – 3 Years
4.42%
0.86%
Information Ratio – 3 Years
0.49
0.37
Volatility – 1 Year
16.90%
1.80%
Volatility – 3 Years
17.54%
3.43%
Beta – 1 Year
0.86
0.81
Beta – 3 Years
0.99
0.63
Sharpe Ratio – 1 Year
-0.52
1.30
Sharpe Ratio – 3 Years
0.69
1.53
Worst Rolling Year
3.91%
8.14%
Value at Worst Rolling Year
₹1.04 Cr
₹1.08 Cr
Deepest Drawdown
−19.46%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.20%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
—
Number of Stocks
20
—
Portfolio P/E
20.74
—
Top 5 Holdings
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 · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%