Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Right Horizons - Flexi Cap
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%
4.94%
6 Months
−0.42%
11.49%
1 Year
−4.58%
3.89%
3 Years
16.32%
8.19%
5 Years
13.17%
11.02%
Since Inception
13.94%
10.97%
Fund Age
6 yrs 6 mo
13 yrs 8 mo
AUM
₹13.16 Cr
₹360.51 Cr
Alpha – 1 Year
−7.56%
0.91%
Alpha – 3 Years
4.42%
−3.69%
Information Ratio – 3 Years
0.49
-0.18
Volatility – 1 Year
16.90%
23.04%
Volatility – 3 Years
17.54%
19.34%
Beta – 1 Year
0.86
1.26
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
-0.52
0.04
Sharpe Ratio – 3 Years
0.69
0.30
Worst Rolling Year
3.91%
-8.10%
Value at Worst Rolling Year
₹1.04 Cr
₹0.92 Cr
Deepest Drawdown
−19.46%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
21.20%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 38% · M 28% · S 33%
Number of Stocks
20
29
Portfolio P/E
20.74
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%