Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Right Horizons - India Business Leaders
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%
3.11%
6 Months
−0.42%
4.12%
1 Year
−4.58%
−0.25%
3 Years
16.32%
10.95%
5 Years
13.17%
10.56%
Since Inception
13.94%
10.62%
Fund Age
6 yrs 6 mo
13 yrs 8 mo
AUM
₹13.16 Cr
₹41.22 Cr
Alpha – 1 Year
−7.56%
0.18%
Alpha – 3 Years
4.42%
2.39%
Information Ratio – 3 Years
0.49
0.52
Volatility – 1 Year
16.90%
20.61%
Volatility – 3 Years
17.54%
17.57%
Beta – 1 Year
0.86
1.24
Beta – 3 Years
0.99
1.19
Sharpe Ratio – 1 Year
-0.52
-0.18
Sharpe Ratio – 3 Years
0.69
0.46
Worst Rolling Year
3.91%
-10.52%
Value at Worst Rolling Year
₹1.04 Cr
₹0.89 Cr
Deepest Drawdown
−19.46%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
21.20%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 66% · M 23%
L 70% · M 29%
Number of Stocks
20
25
Portfolio P/E
20.74
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%