Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
SBI MF - ESG Portfolio
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%
2.26%
6 Months
−0.42%
18.40%
1 Year
−4.58%
9.21%
3 Years
16.32%
13.13%
5 Years
13.17%
13.39%
Since Inception
13.94%
14.83%
Fund Age
6 yrs 6 mo
10 yrs
AUM
₹13.16 Cr
₹666.2 Cr
Alpha – 1 Year
−7.56%
9.64%
Alpha – 3 Years
4.42%
4.56%
Information Ratio – 3 Years
0.49
0.38
Volatility – 1 Year
16.90%
18.95%
Volatility – 3 Years
17.54%
16.01%
Beta – 1 Year
0.86
0.98
Beta – 3 Years
0.99
0.90
Sharpe Ratio – 1 Year
-0.52
0.27
Sharpe Ratio – 3 Years
0.69
0.52
Worst Rolling Year
3.91%
-3.31%
Value at Worst Rolling Year
₹1.04 Cr
₹0.97 Cr
Deepest Drawdown
−19.46%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
21.20%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 13% · M 17% · S 66%
Number of Stocks
20
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
—
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%
1% / 0% / 0%