Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
8.45%
6 Months
−0.42%
29.49%
1 Year
−4.58%
37.09%
3 Years
16.32%
18.49%
5 Years
13.17%
12.39%
Since Inception
13.94%
18.64%
Fund Age
6 yrs 6 mo
10 yrs 3 mo
AUM
₹13.16 Cr
₹1,760.35 Cr
Alpha – 1 Year
−7.56%
32.37%
Alpha – 3 Years
4.42%
6.40%
Information Ratio – 3 Years
0.49
0.52
Volatility – 1 Year
16.90%
25.02%
Volatility – 3 Years
17.54%
18.27%
Beta – 1 Year
0.86
1.22
Beta – 3 Years
0.99
0.89
Sharpe Ratio – 1 Year
-0.52
1.18
Sharpe Ratio – 3 Years
0.69
0.74
Worst Rolling Year
3.91%
-0.28%
Value at Worst Rolling Year
₹1.04 Cr
₹1.00 Cr
Deepest Drawdown
−19.46%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
21.20%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 11% · S 71%
Number of Stocks
20
13
Portfolio P/E
20.74
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%