Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Sundaram Alternate - SISOP
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%
5.72%
6 Months
−0.42%
23.48%
1 Year
−4.58%
38.68%
3 Years
16.32%
26.01%
5 Years
13.17%
16.58%
Since Inception
13.94%
18.98%
Fund Age
6 yrs 6 mo
16 yrs 6 mo
AUM
₹13.16 Cr
₹1,885.18 Cr
Alpha – 1 Year
−7.56%
33.96%
Alpha – 3 Years
4.42%
13.92%
Information Ratio – 3 Years
0.49
1.27
Volatility – 1 Year
16.90%
28.06%
Volatility – 3 Years
17.54%
20.41%
Beta – 1 Year
0.86
1.39
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
-0.52
1.12
Sharpe Ratio – 3 Years
0.69
1.06
Worst Rolling Year
3.91%
-4.06%
Value at Worst Rolling Year
₹1.04 Cr
₹0.96 Cr
Deepest Drawdown
−19.46%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
21.20%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 66% · M 23%
L 40% · M 32% · S 24%
Number of Stocks
20
28
Portfolio P/E
20.74
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%