Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Phillip Capital - Signature India 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%
3.08%
6 Months
−0.42%
14.24%
1 Year
−4.58%
9.21%
3 Years
16.32%
8.31%
5 Years
13.17%
7.74%
Since Inception
13.94%
11.80%
Fund Age
6 yrs 6 mo
10 yrs 3 mo
AUM
₹13.16 Cr
₹251.07 Cr
Alpha – 1 Year
−7.56%
4.51%
Alpha – 3 Years
4.42%
−2.91%
Information Ratio – 3 Years
0.49
-0.50
Volatility – 1 Year
16.90%
21.09%
Volatility – 3 Years
17.54%
15.86%
Beta – 1 Year
0.86
1.13
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
-0.52
0.27
Sharpe Ratio – 3 Years
0.69
0.26
Worst Rolling Year
3.91%
-3.45%
Value at Worst Rolling Year
₹1.04 Cr
₹0.97 Cr
Deepest Drawdown
−19.46%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
21.20%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 30% · M 32% · S 34%
Number of Stocks
20
28
Portfolio P/E
20.74
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
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%
0% / 0% / 0%