Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Wallfort-India Contra Equity Fund
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%
3.26%
6 Months
−0.42%
17.84%
1 Year
−4.58%
16.84%
3 Years
16.32%
—
5 Years
13.17%
—
Since Inception
13.94%
22.85%
Fund Age
6 yrs 6 mo
7 mo
AUM
₹13.16 Cr
₹37.36 Cr
Alpha – 1 Year
−7.56%
12.12%
Alpha – 3 Years
4.42%
—
Information Ratio – 3 Years
0.49
—
Volatility – 1 Year
16.90%
29.93%
Volatility – 3 Years
17.54%
—
Beta – 1 Year
0.86
1.60
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.52
0.48
Sharpe Ratio – 3 Years
0.69
—
Worst Rolling Year
3.91%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−19.46%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.20%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 66% · M 23%
—
Number of Stocks
20
—
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%
Aditya Birla Real Estate Ltd · 16.62%
Kalyani Steels Ltd · 15.41%
L G Balakrishnan & Bros Ltd · 12.63%
HDFC Bank Ltd · 11.21%
Kolte Patil Developers Ltd · 10.11%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 10%
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%