Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Piper Serica Advisors - Leader 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%
3.10%
6 Months
−0.42%
24.70%
1 Year
−4.58%
21.80%
3 Years
16.32%
16.46%
5 Years
13.17%
12.29%
Since Inception
13.94%
17.31%
Fund Age
6 yrs 6 mo
7 yrs 2 mo
AUM
₹13.16 Cr
₹328.39 Cr
Alpha – 1 Year
−7.56%
22.15%
Alpha – 3 Years
4.42%
7.46%
Information Ratio – 3 Years
0.49
1.55
Volatility – 1 Year
16.90%
22.56%
Volatility – 3 Years
17.54%
18.01%
Beta – 1 Year
0.86
1.10
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
-0.52
0.85
Sharpe Ratio – 3 Years
0.69
1.07
Worst Rolling Year
3.91%
7.49%
Value at Worst Rolling Year
₹1.04 Cr
₹1.07 Cr
Deepest Drawdown
−19.46%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.20%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
—
Number of Stocks
20
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1% / 1%