Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
White Whale - North Star Portfolio
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%
1.86%
6 Months
−0.42%
12.33%
1 Year
−4.58%
4.88%
3 Years
16.32%
11.50%
5 Years
13.17%
8.05%
Since Inception
13.94%
12.28%
Fund Age
6 yrs 6 mo
5 yrs 9 mo
AUM
₹13.16 Cr
₹65.79 Cr
Alpha – 1 Year
−7.56%
5.23%
Alpha – 3 Years
4.42%
2.50%
Information Ratio – 3 Years
0.49
0.20
Volatility – 1 Year
16.90%
22.05%
Volatility – 3 Years
17.54%
16.19%
Beta – 1 Year
0.86
1.25
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
-0.52
0.08
Sharpe Ratio – 3 Years
0.69
0.38
Worst Rolling Year
3.91%
2.51%
Value at Worst Rolling Year
₹1.04 Cr
₹1.03 Cr
Deepest Drawdown
−19.46%
−22.63%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.20%
10.42%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 46% · M 9% · S 40%
Number of Stocks
20
16
Portfolio P/E
20.74
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%