Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
PGIM India - Phoenix Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
3.66%
6 Months
−0.42%
18.51%
1 Year
−4.58%
2.32%
3 Years
16.32%
8.56%
5 Years
13.17%
13.23%
Since Inception
13.94%
12.52%
Fund Age
6 yrs 6 mo
10 yrs
AUM
₹13.16 Cr
₹60.22 Cr
Alpha – 1 Year
−7.56%
2.67%
Alpha – 3 Years
4.42%
−0.44%
Information Ratio – 3 Years
0.49
-0.03
Volatility – 1 Year
16.90%
27.56%
Volatility – 3 Years
17.54%
21.93%
Beta – 1 Year
0.86
1.33
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
-0.52
0.01
Sharpe Ratio – 3 Years
0.69
0.24
Worst Rolling Year
3.91%
-13.90%
Value at Worst Rolling Year
₹1.04 Cr
₹0.86 Cr
Deepest Drawdown
−19.46%
−31.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
21.20%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
M 3% · S 93%
Number of Stocks
20
26
Portfolio P/E
20.74
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%