Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Phillip Ethical India 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%
3.05%
6 Months
−0.42%
16.92%
1 Year
−4.58%
10.56%
3 Years
16.32%
6.67%
5 Years
13.17%
7.52%
Since Inception
13.94%
10.84%
Fund Age
6 yrs 6 mo
8 yrs 8 mo
AUM
₹13.16 Cr
₹10.35 Cr
Alpha – 1 Year
−7.56%
5.86%
Alpha – 3 Years
4.42%
−4.55%
Information Ratio – 3 Years
0.49
-0.70
Volatility – 1 Year
16.90%
20.12%
Volatility – 3 Years
17.54%
17.20%
Beta – 1 Year
0.86
1.04
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
-0.52
0.33
Sharpe Ratio – 3 Years
0.69
0.11
Worst Rolling Year
3.91%
4.20%
Value at Worst Rolling Year
₹1.04 Cr
₹1.04 Cr
Deepest Drawdown
−19.46%
−24.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.20%
14.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 14% · M 44% · S 40%
Number of Stocks
20
21
Portfolio P/E
20.74
51.26
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%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
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%