Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
7.67%
6 Months
−0.42%
27.70%
1 Year
−4.58%
47.52%
3 Years
16.32%
23.98%
5 Years
13.17%
15.87%
Since Inception
13.94%
18.55%
Fund Age
6 yrs 6 mo
16 yrs 2 mo
AUM
₹13.16 Cr
₹1,022.92 Cr
Alpha – 1 Year
−7.56%
42.80%
Alpha – 3 Years
4.42%
11.89%
Information Ratio – 3 Years
0.49
1.12
Volatility – 1 Year
16.90%
28.29%
Volatility – 3 Years
17.54%
20.76%
Beta – 1 Year
0.86
1.36
Beta – 3 Years
0.99
1.07
Sharpe Ratio – 1 Year
-0.52
1.33
Sharpe Ratio – 3 Years
0.69
0.99
Worst Rolling Year
3.91%
-4.58%
Value at Worst Rolling Year
₹1.04 Cr
₹0.95 Cr
Deepest Drawdown
−19.46%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
21.20%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 22% · M 32% · S 42%
Number of Stocks
20
26
Portfolio P/E
20.74
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%