Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
ValueQuest - Platinum
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%
2.62%
6 Months
−0.42%
20.31%
1 Year
−4.58%
5.50%
3 Years
16.32%
14.22%
5 Years
13.17%
16.13%
Since Inception
13.94%
18.70%
Fund Age
6 yrs 6 mo
9 yrs 8 mo
AUM
₹13.16 Cr
₹3,491.64 Cr
Alpha – 1 Year
−7.56%
2.52%
Alpha – 3 Years
4.42%
2.33%
Information Ratio – 3 Years
0.49
0.19
Volatility – 1 Year
16.90%
25.24%
Volatility – 3 Years
17.54%
21.26%
Beta – 1 Year
0.86
1.29
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
-0.52
0.11
Sharpe Ratio – 3 Years
0.69
0.48
Worst Rolling Year
3.91%
-9.34%
Value at Worst Rolling Year
₹1.04 Cr
₹0.91 Cr
Deepest Drawdown
−19.46%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
21.20%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 23% · M 15% · S 57%
Number of Stocks
20
30
Portfolio P/E
20.74
—
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
—
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% / 1% / 1%