Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Right Horizons - Alliance
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%
1.80%
6 Months
−0.42%
2.80%
1 Year
−4.58%
4.89%
3 Years
16.32%
12.23%
5 Years
13.17%
10.64%
Since Inception
13.94%
8.93%
Fund Age
6 yrs 6 mo
12 yrs
AUM
₹13.16 Cr
₹134.76 Cr
Alpha – 1 Year
−7.56%
−1.08%
Alpha – 3 Years
4.42%
1.34%
Information Ratio – 3 Years
0.49
0.07
Volatility – 1 Year
16.90%
10.79%
Volatility – 3 Years
17.54%
9.62%
Beta – 1 Year
0.86
1.04
Beta – 3 Years
0.99
1.10
Sharpe Ratio – 1 Year
-0.52
-0.01
Sharpe Ratio – 3 Years
0.69
0.69
Worst Rolling Year
3.91%
0.05%
Value at Worst Rolling Year
₹1.04 Cr
₹1.00 Cr
Deepest Drawdown
−19.46%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
21.20%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 50% · M 11% · S 8%
Number of Stocks
20
33
Portfolio P/E
20.74
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –