Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Purnartha Pratham Strategy
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%
5.49%
6 Months
−0.42%
9.46%
1 Year
−4.58%
17.52%
3 Years
16.32%
14.28%
5 Years
13.17%
9.02%
Since Inception
13.94%
12.49%
Fund Age
6 yrs 6 mo
5 yrs 11 mo
AUM
₹13.16 Cr
₹1,633.45 Cr
Alpha – 1 Year
−7.56%
12.80%
Alpha – 3 Years
4.42%
2.19%
Information Ratio – 3 Years
0.49
0.28
Volatility – 1 Year
16.90%
23.87%
Volatility – 3 Years
17.54%
18.97%
Beta – 1 Year
0.86
1.12
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
-0.52
0.57
Sharpe Ratio – 3 Years
0.69
0.55
Worst Rolling Year
3.91%
7.21%
Value at Worst Rolling Year
₹1.04 Cr
₹1.07 Cr
Deepest Drawdown
−19.46%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.20%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 14% · M 11% · S 40%
Number of Stocks
20
—
Portfolio P/E
20.74
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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%
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%