Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
3.29%
6 Months
−0.42%
14.68%
1 Year
−4.58%
11.65%
3 Years
16.32%
7.09%
5 Years
13.17%
8.41%
Since Inception
13.94%
10.45%
Fund Age
6 yrs 6 mo
10 yrs 5 mo
AUM
₹13.16 Cr
₹24.48 Cr
Alpha – 1 Year
−7.56%
12.00%
Alpha – 3 Years
4.42%
−1.90%
Information Ratio – 3 Years
0.49
-0.12
Volatility – 1 Year
16.90%
20.48%
Volatility – 3 Years
17.54%
16.32%
Beta – 1 Year
0.86
1.11
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.52
0.36
Sharpe Ratio – 3 Years
0.69
0.15
Worst Rolling Year
3.91%
-5.06%
Value at Worst Rolling Year
₹1.04 Cr
₹0.95 Cr
Deepest Drawdown
−19.46%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
21.20%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 41% · M 5% · S 35%
Number of Stocks
20
31
Portfolio P/E
20.74
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
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% / – / –