Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
3.44%
6 Months
−0.42%
14.84%
1 Year
−4.58%
−4.03%
3 Years
16.32%
5.65%
5 Years
13.17%
—
Since Inception
13.94%
11.22%
Fund Age
6 yrs 6 mo
3 yrs 7 mo
AUM
₹13.16 Cr
₹83.14 Cr
Alpha – 1 Year
−7.56%
−3.68%
Alpha – 3 Years
4.42%
−3.35%
Information Ratio – 3 Years
0.49
-0.26
Volatility – 1 Year
16.90%
22.60%
Volatility – 3 Years
17.54%
18.97%
Beta – 1 Year
0.86
1.04
Beta – 3 Years
0.99
1.04
Sharpe Ratio – 1 Year
-0.52
-0.31
Sharpe Ratio – 3 Years
0.69
0.11
Worst Rolling Year
3.91%
4.98%
Value at Worst Rolling Year
₹1.04 Cr
₹1.05 Cr
Deepest Drawdown
−19.46%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.20%
7.75%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 66% · M 23%
L 9% · M 28% · S 60%
Number of Stocks
20
27
Portfolio P/E
20.74
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%
3% / 2% / 1%