Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
−0.42%
6.39%
1 Year
−4.58%
0.37%
3 Years
16.32%
11.18%
5 Years
13.17%
—
Since Inception
13.94%
4.21%
Fund Age
6 yrs 6 mo
4 yrs 6 mo
AUM
₹13.16 Cr
₹59.82 Cr
Alpha – 1 Year
−7.56%
−2.61%
Alpha – 3 Years
4.42%
−0.71%
Information Ratio – 3 Years
0.49
0.13
Volatility – 1 Year
16.90%
22.91%
Volatility – 3 Years
17.54%
17.96%
Beta – 1 Year
0.86
1.09
Beta – 3 Years
0.99
1.01
Sharpe Ratio – 1 Year
-0.52
-0.11
Sharpe Ratio – 3 Years
0.69
0.38
Worst Rolling Year
3.91%
3.87%
Value at Worst Rolling Year
₹1.04 Cr
₹1.04 Cr
Deepest Drawdown
−19.46%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.20%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 66% · M 23%
L 40% · M 26% · S 33%
Number of Stocks
20
35
Portfolio P/E
20.74
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%
0% / 0% / 0%