Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Renaissance - Indianext 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%
2.69%
6 Months
−0.42%
5.24%
1 Year
−4.58%
2.85%
3 Years
16.32%
13.52%
5 Years
13.17%
17.79%
Since Inception
13.94%
13.89%
Fund Age
6 yrs 6 mo
8 yrs 4 mo
AUM
₹13.16 Cr
₹921.15 Cr
Alpha – 1 Year
−7.56%
−1.87%
Alpha – 3 Years
4.42%
1.43%
Information Ratio – 3 Years
0.49
0.23
Volatility – 1 Year
16.90%
18.02%
Volatility – 3 Years
17.54%
16.70%
Beta – 1 Year
0.86
0.99
Beta – 3 Years
0.99
0.99
Sharpe Ratio – 1 Year
-0.52
-0.03
Sharpe Ratio – 3 Years
0.69
0.54
Worst Rolling Year
3.91%
-0.29%
Value at Worst Rolling Year
₹1.04 Cr
₹1.00 Cr
Deepest Drawdown
−19.46%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
21.20%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 34% · M 28% · S 35%
Number of Stocks
20
35
Portfolio P/E
20.74
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
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%
1% / 1% / 0%