Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Unifi APJ 20*
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%
3.07%
6 Months
−0.42%
13.63%
1 Year
−4.58%
10.76%
3 Years
16.32%
13.00%
5 Years
13.17%
13.13%
Since Inception
13.94%
20.07%
Fund Age
6 yrs 6 mo
10 yrs 11 mo
AUM
₹13.16 Cr
₹942.94 Cr
Alpha – 1 Year
−7.56%
6.04%
Alpha – 3 Years
4.42%
0.91%
Information Ratio – 3 Years
0.49
0.27
Volatility – 1 Year
16.90%
18.61%
Volatility – 3 Years
17.54%
17.55%
Beta – 1 Year
0.86
1.02
Beta – 3 Years
0.99
1.01
Sharpe Ratio – 1 Year
-0.52
0.35
Sharpe Ratio – 3 Years
0.69
0.49
Worst Rolling Year
3.91%
-10.32%
Value at Worst Rolling Year
₹1.04 Cr
₹0.90 Cr
Deepest Drawdown
−19.46%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
21.20%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 15% · M 3% · S 82%
Number of Stocks
20
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Portfolio P/E
20.74
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
15% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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