Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
1.32%
6 Months
−0.42%
3.83%
1 Year
−4.58%
9.77%
3 Years
16.32%
13.19%
5 Years
13.17%
12.01%
Since Inception
13.94%
14.38%
Fund Age
6 yrs 6 mo
6 yrs 8 mo
AUM
₹13.16 Cr
₹42.66 Cr
Alpha – 1 Year
−7.56%
3.80%
Alpha – 3 Years
4.42%
2.30%
Information Ratio – 3 Years
0.49
0.23
Volatility – 1 Year
16.90%
15.84%
Volatility – 3 Years
17.54%
12.64%
Beta – 1 Year
0.86
1.56
Beta – 3 Years
0.99
1.48
Sharpe Ratio – 1 Year
-0.52
0.32
Sharpe Ratio – 3 Years
0.69
0.70
Worst Rolling Year
3.91%
9.09%
Value at Worst Rolling Year
₹1.04 Cr
₹1.09 Cr
Deepest Drawdown
−19.46%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.20%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%