Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Sameeksha - Equity Fund
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%
−0.38%
6 Months
−0.42%
11.48%
1 Year
−4.58%
7.29%
3 Years
16.32%
16.29%
5 Years
13.17%
16.45%
Since Inception
13.94%
20.67%
Fund Age
6 yrs 6 mo
10 yrs 4 mo
AUM
₹13.16 Cr
₹1,333.94 Cr
Alpha – 1 Year
−7.56%
2.57%
Alpha – 3 Years
4.42%
4.20%
Information Ratio – 3 Years
0.49
0.52
Volatility – 1 Year
16.90%
21.33%
Volatility – 3 Years
17.54%
16.22%
Beta – 1 Year
0.86
1.18
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
-0.52
0.18
Sharpe Ratio – 3 Years
0.69
0.69
Worst Rolling Year
3.91%
-0.52%
Value at Worst Rolling Year
₹1.04 Cr
₹0.99 Cr
Deepest Drawdown
−19.46%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
21.20%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
—
Number of Stocks
20
50
Portfolio P/E
20.74
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
—
Fixed Fee
1.00% / yr
0.05% / yr
Performance Fee / Plan
15% of profit, above 10%
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%